I am a Professional Adviser
Updates & Improvements
How do I update my company info?
To add your company information, log in to your dashboard. From here, click ‘Profiles’ from the left-hand navigation.
For the profile you want to set up client preferences for, select ‘Actions’ on the right-hand side of that profile. From the dropdown select ‘Manage profile’, taking you to the profile editing page.
Here you can add your company information, such as your sales pitch and what you do best.