Assigning a Default Custom Module for All Clients from the Adviser Settings
At Advice Revolution, we understand the importance of efficiency in managing custom modules for advisers. This guide will show you how to easily set default custom modules within your Adviser Settings. By doing this, you can save valuable time managing daily tasks and tailor your advisory services to best suit your clients' needs.
Here's a step by step guide:
1. Log in to your Advice Revolution portal and navigate to the Adviser Settings on your adviser home page.
2. In the Adviser Settings page, find and click on Client Preferences.
3. Click on the title of the available custom questionnaire that you wish to set as default for a specific section.
4. After selecting your default modules for each relevant section, scroll down and click Save and Exit to save your changes.
Note: Once you set a default custom questionnaire in Client Preferences, those questions will automatically populate in each client page details within your adviser account.
For questions or concerns about assigning default custom questionnaires or risk profile, you may send us a message at support@advicerevolution.com.au. Alternatively, if you want to book a 20 to 30-minute Get Help Session with our team, kindly use this calendar to book the session.
Published on July 06, 2024
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