Product Guides

How to set up an account and start using your Aider Advisory Platform. Plus find out about the latest product updates.

• Get Started: Advisory Intelligence Platform
• Understanding your Advisory Dashboard
• How to use the Data Compliance checklist
• How to use Aider's performance insights & Report Pack
• How to use Aider’s Advisory and Dashboard Assistants

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Templates & Resources

Sample emails, downloadable documents to help you market your Aider-supported advisory service & improve your processes.

• Introduction to Small Business Financial Advisory
• Benefits & Service Guide for your clients
• Template: Advisory Service Introduction Email
• Triage your clients’ data at a glance with Aider’s intuitive Dashboard
• Advisory Assistant prompts

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Video Tutorials

How to use your Aider Advisory Platform to improve your processes & spot opportunities to offer additional services.

• How to add, search, and sort clients on the Dashboard
• How to use custom tags to group and filter clients on the Dashboard
• How to use Aider's Data Compliance checklists

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Best Practices

Articles, webinars, and case studies on how to start offering or scale up your advisory services, plus get the most out of Aider Advisory Platform.

• Top Tips for Selling Advisory Services
• Top tips to succeeding at advisory services in 2023 and scaling your firm
• Advisory Best Practices Articles
• Advisory Success Stories & Case Studies

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FAQs

Answers to commonly asked questions, e.g. subscription & billing management

• Advisory Platform Subscription & Billing Management

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