Popular Articles
Understanding Your Dashboard (Fiduciary)
In this video, we show how to interpret the high-level information displayed on the Dashboard page.
New Interface Design
We’ve streamlined the user experience to make the platform more efficient and intuitive. Reporting and settings are now consolidated into single tabs, reducing clicks and saving you time. <br>
Creating a Scoring Report (Fiduciary)
In this video, we explain how to create a scoring report once a questionnaire has been submitted. 00:00 Introduction to Assessment Process 02:01 Creating a Customized Game Plan 03:54 Finalizing and Generating Report
How the Prospect Assessment Process Works (Fiduciary)
In this video, we explain how the prospect assessment process works, taking about 10 minutes to complete depending on the questions asked. 00:00 Introduction 02:00 Non-Scoring Questions 03:20 Customization Options 05:00 Submission and Follow-up
Creating Question Profiles (Fiduciary)
In this video, we guide you through creating question profiles to generate your own discovery and scoring framework. Learn how to set up question profiles, tie them to specific teams, and use them for niche markets or prospect/client segments. 00:00 ...