We have provided you with a short video introducing you to AdviceOS and basic information for anyone new to the software, including:
- How to customise your dashboard
- How to navigate AdviceOS
- How to navigate Fact Find
For a more detailed introduction, we've also included a one hour training webinar which provides a great overview of AdviceOS and its features.
Introduction to AdviceOS Modules
Each module of AdviceOS has its own user guides available in the Help Centre, with guidelines on how best to use them, screenshots of different pages and prompts and helpful hints in navigating these pages. Make sure to check out each of these areas by navigating to the Help Centre homepage.
CRM & Advanced Admin
This short video covers how to use the CRM and Advanced Admin features in AdviceOS, including:
- How to add and manage clients in CRM;
- How to create reports from the CRM
- An overview of the Advanced Admin functions.
Product Module
This short video covers how to use the Product Module in AdviceOS, including:
- How to run a like-for-like product comparison;
- How to generate a recommendation;
- How to generate an SOA aligned to your client's objectives
Insurance Module
This short video covers how to use the Insurance Module in AdviceOS, including:
- How to determine appropriate insurance cover for your client;
- How to compare insurance policies side by side;
- How to use the insurance module with other sections of AdviceOS.
Strategy Module
This short video covers how to use the Strategy Module in AdviceOS, including:
- How to model a scenario using cashflow and capital;
- How to model basic and complex recommendations;
- How to compare scenarios across key metrics.
Planbuilder
This short video provides an overview of the PlanBuilder feature in AdviceOS, including:
- An overview of PlanBuilder;
- How PlanBuilder links up to other modules in AdviceOS;
- How objectives, recommendations, outcomes and fees can be easily populated into an editable advice document using PlanBuilder.