What's included?

 

Firm set-up

• Designing the firm's own branded 'department' in the Store
• Providing secure passwords
• Setting up the hierarchy of users
• Building in the firm’s Compliance sign off procedures
• Adding the main delivery/ invoicing addresses
• Agreeing payment options and budgets

Adding additional individual and branch users

• Registering additional individual users
• Setting up personal details
• Adding contact details
• Adding branch addresses
• Uploading photographs
• Recording regulatory status and relevant Compliance sign-off wording

Product set-up

• Adding the product to the Store
• Programming the variable elements

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