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Managing Companies and Plans

How-to guides for working with companies and plans in Perseptiv
  • Getting Started with Perseptiv
  • Theme, Logos & Disclosure Management (Admin)
  • Login, Password Reset & 2FA
  • Managing Security & User Permissions (Admin)
  • AI-Content Studio
  • Managing Companies and Plans
  • Retirement Advisor-Specific CRM Features
  • Fiduciary Scoring
  • Cost Management
  • Plan Features
  • Fiduciary File Management
  • Integrations
  • Support & Troubleshooting
  • more_horiz
    • Getting Started with Perseptiv
    • Theme, Logos & Disclosure Management (Admin)
    • Login, Password Reset & 2FA
    • Managing Security & User Permissions (Admin)
    • AI-Content Studio
    • Managing Companies and Plans
    • Retirement Advisor-Specific CRM Features
    • Fiduciary Scoring
    • Cost Management
    • Plan Features
    • Fiduciary File Management
    • Integrations
    • Support & Troubleshooting
  • Adding Companies and Plans to the System: A Step-by-Step Guide

    To catch the video click here: https://loom.com/share/a96bad0471e049599ab802b9885493ed

    Step-by Step Instructions

    Step 1: Add a New Company 0:00

  • Understanding the Plan Profile and Updating Information

    To watch the video, click here: https://loom.com/share/65fc9ac56c7b46b188a11a8ccc64d9ed

    Step-by-Step Instructions

    1. Accessing the Profile…

  • How to Update Assets, Participants, Recordkeeper and TPA

    To watch the video, click here: https://loom.com/share/5ad3ef1513274746a72fc49c0bd3c29a

    Step-by-Step Instructions

     

    1. Accessing the…

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