by Advisor Controls | Feb 15, 2021 | Dashboard Help
Download Sample Case PDFs View and download sample case PDFs for your Advisor Controls planning tools. You can also see what these cases look like on-screen by utilizing the drag-and-drop case importing feature on your dashboard. RPS Sample Case: Detailed Entry...
by Advisor Controls | Feb 10, 2021 | Dashboard Help
Use Client Data in Multiple Apps Every app you use with a case is indicated by the app icon under Apps Used. If you click on one of the app icons, that case will open in the app you clicked on. If you want to use the same case data with another app, click the plus (+)...
by Advisor Controls | Feb 10, 2021 | Dashboard Help
Navigating to Your Leads Dashboard Click on the Leads tab to display your leads dashboard, where contact info for new leads will be stored. On this screen, you will also find the personalized URL and QR codes for each lead generation app or digital fact finder you...
by Advisor Controls | Feb 10, 2021 | Dashboard Help
Drag-and-Drop Case Importing Advisor Controls allows you to work on cases collaboratively through the drag-and-drop case importing feature. Once you’ve received a saved case PDF file, you can use that PDF to import the case data directly on to your dashboard....
by Advisor Controls | Feb 10, 2021 | Dashboard Help
Duplicate a Case from Your Dashboard You can create multiple scenarios for the same client by clicking the duplicate icon located next to the delete icon. This will prompt you to create a new name for the duplicated case. Once you’ve clicked duplicate case, you...
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...
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