Your SMArtX Compass - New User onto the Advisor Platform Guide
Designed to guide a new SMArtX Advisor through your first days on the platform. It focuses on what to do, in what order, and where to pay attention — with internal links to the SMArtX Support Center for additional guidance.
3 articles
Your SMArtX Compass OverviewIntroduction to your SMArtX Compass for New Users
Actions in the Core SMArtX WorkflowUse this step-by-step guide to get started on the SMArtX platform
Actions in the Advanced Workflows: Taxable Accounts & SMAsUse this step-by-step guide to get started on the SMArtX platform
