In this demo, we will cover how to customize each of your Firm Settings. We’ll show you how to:
- Customize your firm’s identity, address, and logo
- Select industry for industry-specific templates
- Select broker-dealer and other affiliations
- Invite a team member
- Change a team member’s role
- Integrate your CRM
- Create firm-wide disclosures
- Enable customized disclosure for individual advisors
- Send nudges and reminders from your firm’s email address instead of Knudge
- Set up a bcc for all communications
- Silence “marked complete” notifications
- Add your own categories to Knudge
- Add and remove seats