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Help & Support
Product Guides
Product Guides
Getting Started
What's New
Templates & Resources
Marketing Support
Process & Training Support
Video Tutorials
How-To Videos
Best Practices
Webinars
FAQs
Pricing, Billing & Subscription Management
Troubleshooting
Product Guides
How to set up an account and start using your Aider Advisory Platform. Plus find out about the latest product updates.
Getting Started
Get Started: Advisory Intelligence Platform
Understanding your Advisory Dashboard
Understanding the Client Insights section
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
How to manage a client’s settings
See more
What's New
Advisory Platform Product Updates
