Help Center
Find answers and get support for your wealth management platform
Categories
Quick Actions
Contact Support
Live Chat
Get instant help from our support team
Available 24/7
Phone Support
Speak directly with a support specialist
Mon-Fri, 8AM-8PM EST
Email Support
Send us a detailed message
Response within 24 hours
Video Tutorials & Guides
Getting Started with Your Dashboard
Learn how to navigate the main dashboard and understand key metrics
5 min
Client Onboarding Process
Step-by-step guide to adding and setting up new clients
8 min
Portfolio Analysis Features
Deep dive into portfolio analysis tools and reports
12 min
Security Best Practices
Important security measures for wealth managers
6 min
Frequently Asked Questions
Still need help?
Can't find what you're looking for? Our support team is here to help you succeed.