Manage all your employees and their access right from the Firm Level account!
"Firm Employees" allow you to manage administrative users and partners of your firm.
"Admin users" are allowed full access to adding or editing your firm level site. You can add or remove administrators from this screen.
"All Employees" allows you to view all employees of your firm which includes both admin uses and partners.
"Add Employees" allows you to add or edit partner users who are advisors of your firm that would get advisor comp from 401GO plans. You can add or remove partner from this screen.
It is important for all Advisors that want to connect to TAMP listed below, that they input their individual CRD number.
We connect to the following TAMPs:
- Fi360
- RPAG
- LPL
- Envestnet
- Orion
- Advyzon
