November 28, 2023

Setting Up Your Dashboard

Video Transcript:

All right, let's make the dashboard yours. I am working in the firm admin view of the dashboard. If you're in the advisor view, it will be a little bit different, but similar enough. So don't worry, your dashboard is not broken. Now go to “firm settings”... if you haven't done so already. Input your general information, upload your disclosures, and invite or customize your team.

Now head over to “settings” and customize your general information. Notification Settings and Social Links. Let's move over to the “templates library”. Hover over the add icon on the first template ‘Asset +’ and click it. You'll immediately be taken to an editing experience of this template, which we'll cover in a moment. So we'll see you in the next video.