Partner support help centre

United Kingdom New Zealand
  1. Wealth Portal
  2. Configure

Configure

Cashflow

  • Configuring Cashflow: A guide

Will Wizard

  • What is the Will Wizard?
  • How do I enable the Will Wizard?

Services

  • How do I set my Services?

Mobile App

  • How do I customise the Mobile App tools?

Communications

  • How do I set Report Covers?
  • How do I configure automatic reports for my clients?
  • How do I adjust the configuring of automatic reports for an individual client?
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