We encourage you to follow this roadmap :

  1. Inviting your team and setting permissions more
  2. Setting disclaimer and terms of service more
  3. Configuring your sales pipeline more
  4. Configuring your navigation menu more
  5. Configuring tags category, tags, then tag automation more
  6. Configuring clients / import more

For Asset Managers 

  1. Setup custom security if needed more

For Wealth Managers

  1. Setup compliance / buy list more
  2. Setup strategy and models more

For brokers

  1. Setup in-house research and MIFID2 budget more
  2. List of settlement partners

For On-boarding

  1. Setup form and link it to your users' groups more

Additional resources

Use these additional resources to help you get started with Sell.

  • Videos : From youtube more
  • Attend a webinar: Join us for an Introduction to InvestGlass  demo with live Q&A. Learn more and sign up here. 

Click on the dialog chat :   

Did this answer your question?