Creating Tasks
How do I create a task in Savvy Dash?
Working with your clients
How do I onboard a new client?
How can my clients connect external accounts?
My client is unable to log into Savvy. How do I send them a login?
How can I see my client’s dashboard view?
How can I see what interactions and tasks I have with a client?
Client Experience
What does the Savvy DIY Docusign look like for clients?
What does the Fidelity Onboarding look like for clients?
What does onboarding at Savvy look like for clients?
SWIM
How do I enroll a client into Savvy Wealth Investment Management (SWIM)?