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Getting Started with Perseptiv
How-to guides for starting and fast-tracking your journey with 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
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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
Start Here
Follow these initial steps to get started:
Login -
Logging into Perseptiv
Update Your Theme
-
Customize Your Theme & Brand
Add Your…