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Adviser / Manager

Welcome to the Adviser / Manager software Help Desk page!

Our goal is to provide our valued customers with access to good, clear instructions when you need them. With this in mind, please find links to our User Manual for this software, and also some incredible Help Sheets, or How To guides. These have been formulated by various members of our team and are aimed to help a new user develop familiarity with the program, or point prior customers in the right direction when trying something new.

Click on the appropriate link on the left to reach your selection.

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Click here to see our YouTube videos answering some popular questions.