Tool guides
- How do I edit multiple clients?
- How are the recommendations developed?
- Accessing you site
- Clients▶️
- Groups
- Standard Support Model
User guides
- Investor Compass User Guide ▶️
- Advisers and Assistants Full Guide▶️
- Admin Access Full Guide▶️
- Edit, archive, delete and reactivate users
- How do I create a user?
- What are 'user permissions' ?