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Help & Support
Product Guides
Product Guides
Getting Started
Insight Guides
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
How to add and manage clients
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Insight Guides
How the client's Activity Summary is calculated
How Revenue is calculated in Aider
How Direct Costs is calculated in Aider
How Gross Profit is calculated in Aider
How Operating Expenses is calculated in Aider
How Net Profit is calculated in Aider
See more
What's New
Advisory Platform Product Updates