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Getting Started with Perseptiv
How-to guides for starting and fast-tracking your journey with Perseptiv1 article(s) in this category -
Theme, Logos & Disclosure Management (Admin)
How-to guides on how to configure and manage your firm's brand and disclosures2 article(s) in this category -
Login, Password Reset & 2FA
How-to guides for understanding how to login, reset passwords, and setup 2FA2 article(s) in this category -
Managing Security & User Permissions (Admin)
How-to guides for understanding setting up security and user permissions1 article(s) in this category -
AI-Content Studio
How-to guides for creating branded slides, presentations and client deliverables using AI6 article(s) in this category -
Managing Companies and Plans
How-to guides for working with companies and plans in Perseptiv3 article(s) in this category -
Retirement Advisor-Specific CRM Features
How-to guides to learn to work with and leverage our CRM-type features in Perseptiv.4 article(s) in this category -
Fiduciary Scoring
How-to guides to learn to create your own fiduciary scoring system, generate scoring reports, and create prospect assessments and questionnaire links.7 article(s) in this category -
Cost Management
How-to guides for adding, saving and tracking plan fees in Perseptiv and generating client-ready decision-support deliverables5 article(s) in this category -
Plan Features
How-to guides for uploading, tracking and reporting plan features information using AI2 article(s) in this category -
Fiduciary File Management
How-to guides for uploading, saving and organizing files in Perseptiv1 article(s) in this category -
Integrations
How-to guides for Perseptiv's current integration partners (Fi360 and Venrollment)5 article(s) in this category -
Support & Troubleshooting
How-to guides for submitting support tickets and requesting support1 article(s) in this category