Getting started guide - Advisor
Bricknode has published a getting started guide for the Advisor module of Bricknode Financial Systems which caters to the needs of financial advisors. In 6 steps the guide describes the main areas of the Advisor module which empowers financial advisors to offer great personalised advise.
The main areas are:
- Sign in
- Navigate the dashboard
- Enter orders on behalf of customers
- Monitor transactions and events
- Communicate with customers
- Manage files
Click here to read the full article
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