Partner support help centre

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  1. Wealth Portal
  2. Training videos
  3. Configure

Configure

  • How do I set up my services in the Partner Portal?
  • How do I configure my client surveys?
  • How do I set up Report Covers ?
  • How do I direct property statements straight to the portal?
  • How do I set up a Debt Review?
  • How to use Cashflow to meet your Best Interest Duty obligations
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