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Plan Features
How-to guides for uploading, tracking and reporting plan features information using AI
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
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
Using AI to Upload Adoption Agreements in Perseptiv
To watch the video, click here: https://loom.com/share/29c4004d87f545f8ba98876e9e5862fb Step-by-Step Instructions 1. Introduction to AI Feature 0:01 Perceptive has a powerful AI feature for uploa...
Creating a Plan Design Snapshot
To watch the video, click here: https://loom.com/share/8df6ace9ea1443a88ef95d64bea19fb0 Step-by-Step Instructions Step 1: Upload and Update Features 0:00 Use AI to upload and update plan feature...