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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
  • 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
  • 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…

  • 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…

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