How-To Videos

Video tutorials on how to use your Aider Advisory Platform.

• 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 Tax & Compliance insights
• How to use Aider's Cash Flow insights
• How to use Aider's Profitability insights
• How to share Aider insights with your clients