Best Practices for Wealth Management
Adding an admin user
Create your clients SideDrawer but own it first
SideDrawer Terminology and Basics
Creating a Content Package
Creating a Record
Custom Tiles and Custom SideDrawer Types
Sending Info Requests and Content Packages
Creating a SideDrawer
Use Cases for Wealth Management
Completing an editable PDF
Custom Messages - Notifications
Monitoring the timeline
Understanding SideDrawer Types
Navigating between Front End and Console
Creating team collaboration
Managing collaborators
Everything you need to know about getting started with SideDrawer
Introducing SideDrawer to your clients
SideDrawer "Welcome package" for clients
Custom Messages
Client Offboarding