Settings
Guides on how to configure AdviceOS, modify settings, create and change templates and set up external datafeeds
External Systems
Financial Planning Configurations
Other Settings
Templates & Field Management
- New Configuration - Custom Field Management
- Task and Workflow Configuration - Event Mapping
- New Configuration - FSG and Privacy Policy
- User Documents and Templates
- Task and Workflow Configuration - Workflows
- New Configuration - Email Template Management
- New Configuration - Client Folders
- New Configuration - User Email Signatures
- Task and Workflow Configuration - Positions and Teams
- Task and Workflow Configuration - Task Templates