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Help Center
Tutorials: Advisors
Tutorials: Advisors
Support to help the advisors navigate the platform
Admin Functions
How do I reassign a business to a different advisor?
How do I add a new user from my firm?
Set Up a Business
How do I invite my client to join the platform after I have set up their business?
How can I set up a business profile and request a financial upload from my client?
Financial Data
I have updated financials for my client. How do I upload them?
I have uploaded financial statements for my client, what happens now?
How can I view more details about my client's valuation?
My client onboarded using Express Setup. How do I add financials on their behalf?
Features
How do I access the insights in my client portfolio?
How do I complete the Accuracy Check Questionnaire?
How do I complete the Saleability Score Questionnaire?
How do I set a valuation goal for my client?
How do I create a report for my client?
Managing Invitations
How do I share a business with another user at my firm?
Adding a Business
How do I add a business?
Platform Overview
interVal Advisor Overview
