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  1. CliQue Advisor
  2. Guides & Tutorials

Guides & Tutorials

  • Adding Contacts to an Existing Plan
  • Adding KPIs
  • Adding Staff
  • Analytics and Mass Nudges
  • Audit Trail
  • Client Guide for Mobile App
  • Client Notifications & Communications Settings
  • Connecting Software
  • Creating Custom Advice
  • Creating & Scheduling Template Nudges
  • Editing Current Plans & Client Info
  • Nudges
  • WealthSenseâ„¢ Score
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