All walkthroughsThe recommendation workflow
From your recommendation to the client’s record.
Follow one recommendation through the advisor workspace and client portal. See how it is prepared, published, acknowledged and retrieved for review.
English & Hindi · Subtitles available · No sign-up to watch
Recommendation to client record
1:23 · EnglishNarration
English & Hindi subtitles in the player
Explore the walkthrough
Choose a chapter to jump in
See it with your workflow in mind.
A twenty-minute walkthrough focused on your research publishing and client records. Send us your details, then choose an available time.