Advisors
- Mobile App Welcome Message
- Linking to the "My Financial Advisor" mobile app
- Troubleshooting Printed Reports coming out Black and White
- Report Center: Personalize Your Intro Message
- Report Center: Manage Report Templates
- Report Center: Generate Reports Across Multiple Clients
- Display Individual Benchmarks on Client Reports
- Custom Allocation: What is the Portfolio Drift Tolerance?
- Custom Allocation: editing allocations for a security
- Custom Allocation: creating models for allocation targets
- Custom Allocation: combining multiple asset classes
- Custom Allocation: client portal settings
- Custom Allocation: alert settings
- Core Custodian List
- Setting up Benchmarks Based on Allocation Targets
- Setting up Blended Benchmarks
- Adding Manual or Offline Assets to Blueleaf
- Selecting the "marketing contact" for a client
- How to Invite Clients (or Prospects) to their Blueleaf Households
- Changing a client name