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.
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