Partner help centre

United Kingdom New Zealand
  1. Wealth Portal
  2. Configure

Configure

Cashflow

  • How do I configure Cashflow?

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?

Digital Forms

  • How do I customise my digital form messages?

Mobile App

  • How do I customise the Mobile App tools?

Services

  • How do I set my Services?

Will Wizard

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