by Advisor Controls | Feb 10, 2021 | Dashboard Help
Add Custom Disclosure Text to Your Presentations Click the dropdown icon next to your name in the upper right hand corner of your screen. Select ‘My Account’ and click on the ‘Broker/Dealer Disclosures’ tab, where you can add any disclaimer...
by Advisor Controls | Feb 10, 2021 | Dashboard Help
Create a New Case Click the ‘Create New Case’ button on the top right of your screen. After clicking the button you’ll be prompted to select which of your subscribed apps you’d like to use to get started. Simply click the app name/icon to...
by Advisor Controls | Feb 10, 2021 | Dashboard Help
Getting Started with Your Advisor Controls Dashboard Your Advisor Controls dashboard is designed to make it easy to interact with your planning and prospecting tools.
by Advisor Controls | Feb 5, 2021 | Retirement Plan Simulator
Getting Started with RPS RPS Fillable Fact Finder Download Fact Finder Sample Case: Detailed Entry Download Sample PDF Sample Case: Simple Entry Download Sample PDF
by Advisor Controls | Feb 5, 2021 | Retirement Plan Simulator
Basic Information RPS was built to make data entry easier and faster. Simply collect the client’s basic information, salary and social security information to begin your case. Social Security When entering social security, you can run a rough estimate of social...
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