In this educational session, we will be covering the following topics:
- Owners in Dynamic Fact Find (this is a common question with how they differ to advisers)
- Importing from AdviceOS
- Templates
- Publishing to AdviceOS (when it happens and that it overwrites existing data)
The webinar will run for approximately 45 minutes, with 15 minutes for Q + A.
We look forward to having you join us!