What we will cover in this video


- How do you reset your password? (1:30)
- Turning on your integrations/importing portfolios + clients (3:21)
- Setting up your branding for proposals (6:15)
- Where do you find the Knowledge Base, Marketing Kit, and Blog? (12:12)
- Edit the layout of your dashboard to include every dashboard widget. (14:30)





         Welcome to HiddenLevers

Live Individual Training

HiddenLevers Academy features over # multi-level lessons and an array of learning tracks tailored for every user role, from independent financial advisors to wholesalers to the c-suite executives of your firm.

Knowledge Base

Have some specific questions you need an answer to? Check out our Knowledge base for common FAQ and quick how too.  

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Solutions

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© 2020 HiddenLevers 

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© 2020 HiddenLevers