Objectives
Steps
The advisor portal adds a layer of functionality to the core application that allows external advisors to be on a unified platform, eliminating duplicate processes and improving data-sharing efficiency.
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How to Enable it:
First of all, in order to enable and configure the Advisor Portal you must go to the System Settings →Setup & Configuration
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You can also Enable here the Multi-Factor Authentication.
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Add Advisors:
Adding and managing the Advisor Portal could be done from the Advisor Portal section in the System Settings.
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