Settings and Disclosures: The video below will walk you through how to personalize your software:

• Banner text
• Color scheme
• Target culture (USA or Canada)
• Disclosures to be shown on screen and in print
• Contact privacy settings
• And more

List Management: The video player below contains a video for each list type and will walk you through how to personalize each:

• Asset Class
• Protection Item
• Summary Value
• Visualization Colors
• Account Benefit