What training and support options are available for AdvisorAssist?

Asked a year ago
AdvisorAssist offers a comprehensive range of training and support options to ensure a seamless experience for users. Upon onboarding, users receive personalized training sessions tailored to their specific needs, covering all aspects of the AdvisorAssist platform. These training sessions can be conducted through webinars, video tutorials, or in-person sessions for a more hands-on approach. Additionally, AdvisorAssist provides ongoing support through various channels, including email, phone, and live chat, ensuring timely assistance and issue resolution. A dedicated support team is readily available to address any questions or concerns that may arise. Users also have access to a knowledge base and frequently asked questions section, enabling them to find quick answers to common queries. With these training and support options, AdvisorAssist strives to empower users and ensure they maximize the platform's benefits efficiently.
Adam Goldkamp is the editor / author responsible for this content.
Answered May 3, 2024

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