Three business professionals, two men and one woman, standing in an office, smiling, with the woman holding a folder, and text on a blue background that reads 'Onboarding Company Advisors and Clients.'
Slide showing instructions and screenshots for onboarding financial advisors, including steps to add an advisor, selecting advisors from the left screen, clicking invite advisor, and editing or deleting advisor details via three dots next to each advisor's name.
Slide showing instructions for adding an advisor in an online platform. The left side has step-by-step instructions: enter advisor's details, toggle permission to create offers, email invitation. The right side displays a screenshot of the online form with fields for first name, last name, email, and phone, and a toggle for creating offers, all against a blue background.

Add an individual client or bulk upload existing clients

Tutorial slide titled 'Onboarding Clients' with step-by-step instructions. It shows two screenshots of a user interface for managing clients, including advisor details, client list, and options to add or invite clients, with a blue and white color scheme.
Guide illustrating the process of adding client details in a financial app, showing steps including filling out form fields, an email invitation, and client onboarding.
Instructions for bulk client upload process displayed on a slide. The slide shows two sections with screenshots of a software interface: one for importing clients and another for downloading an import template. The instructions specify clicking on 'import clients', selecting the 'import template', and using only CSV files with client details including first and last names, email, and phone number.
Screen showing step-by-step instructions for bulk client upload, including CSV import templates, mapping columns, review of errors, and import completion confirmation with email invitations.
Tutorial slide titled 'Step 3: Edit client details' with instructions on how to open and edit client information in a software application. Contains two screenshots: the top showing a client list with status indicators, and the bottom displaying a form for editing client details.
Create An Offer & Share