Learn about the Advisor Inventory section within the Admin panel of Practice Exchange, for those with Administrator access. This collection includes information on the Advisor Inventory, inviting Financial Advisors to Practice Exchange, making match pool exceptions and more.
Learn about the Approval Workflow process for Managers and understand how and when to make a match pool exception
Learn how to use Single Sign On to create your Practice Exchange profile and how to complete your profile once on Practice Exchange.
Learn about the Users page in the Admin panel of Practice Exchange, for those with Administrator access.
Learn about the Resources section, under the Education menu heading in Practice Exchange
Learn about using the Valuation Tool on Practice Exchange
Learn about using the Meeting Room as a Retiring FA or Successor FA on Practice Exchange
Learn about using the Catastrophic Planning on Practice Exchange
Learn more about using the RetirementChoice Planning Calculator
Tips on creating your Practice Exchange profile
Working with Cases and Visual Pipelines in FindBob
Unlock and analyze data from within FindBob
Learn more about Pipelines and how to use them
Understand the benefits of cash flow analysis, deal structure and how to use the Cash Flow Analysis Tool.
Learn more about Partial Sales
