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Advisory Platform Resources
Advisory Platform Resources
Advisory Intelligence Platform
Client Mobile App add-on
Mobile App Resources
FAQs
Pricing, Billing, & Subscription Management
Security FAQs
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Help & Support
Advisory Platform Resources
Advisory Platform Resources
Advisory Intelligence Platform
Client Mobile App add-on
Mobile App Resources
FAQs
Pricing, Billing, & Subscription Management
Security FAQs
Advisory Platform Resources
In this category, you will find a variety of help articles and resources, to help you better understand and optimise Aider’s Advisory Platform.
Advisory Intelligence Platform
Troubleshooting: Advisory Insights Not Available
Get Started: Advisory Intelligence Platform
Understanding the Clients Overview dashboard
Understanding the Client Details section
How to add clients to your Advisory Platform
How to fix a 'Xero disconnected' error
How to share performance insights with your clients
How to send task reminders to your clients
How to invite your colleagues to your practice's account
See more
Client Mobile App add-on
Get Started: Mobile App (Advisory Clients)
Managing your Client Mobile App add-on
Email Templates for introducing the Aider Mobile App to your clients
