File Management in Perseptiv (Fiduciary)

File Management in Perseptiv (Fiduciary)

In this video, we demonstrate how to manage files in Perseptiv. You'll learn how to create your own folders, save files, and organize fiduciary files for your clients. We also highlight where to find system-generated reports and how to access them easily. Please make sure to explore the folder structure and try creating your older custom folders.
​

​

    • Related Articles

    • Managing Contacts within Perseptiv (Fiduciary)

      We’ve redesigned contact creation and management in Perseptiv, allowing you to add a wider variety of contacts for better relationship tracking and management. Explore these features to see how they can streamline your workflow! ...

    • Integrating Perseptiv + Fi360 Fiduciary Focus Toolkit™ (Step-by-Step)

      Integrating Perseptiv and the Fi360 Fiduciary Focus Toolkit™ requires the report automation add-on (if not already activated) within Fi360. If your current Fi360 subscription doesn't include this add-on you'll need to upgrade your subscription first ...

    • Managing Task Settings in Perseptiv (Fiduciary)

      The new task management feature streamlines your service model and workflow by managing your practice. The new "Tasks" section on the left-hand menu integrates with meeting minutes and accomplishments, saving you time. Global Task List The Task ...

    • Perseptiv + Fi360 Fiduciary Focus Toolkit™ Integration Demo (Video)

      In this video, we walk you through the powerful new integration between Perseptiv and the Fi360 Fiduciary Focus Toolkit™, which is a game changer for for Fi360 subscribers, saving time and ensuring accurate data transfer. We detail the steps to set ...

    • Creating Committee Charters in Perseptiv (Fiduciary)

      In this video, we demonstrate how to efficiently create committee charters within Perseptiv. We showcase the process of setting up content, templates and customizing committee charters for clients. 00:00 Introduction 01:34 Creating Templates 03:01 ...

    • 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 ...