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Help & Support
Templates & Resources
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
Templates & Resources
Sample emails, downloadable documents to help you market your Aider-supported advisory service & improve your processes.
Marketing Support
Benefits & Service Guide for your clients
Template: Advisory Service Introduction Email
Branding: How to customise your monthly report's look and feel
Process & Training Support
Introduction to Small Business Financial Advisory
Triage your clients’ data at a glance with Aider’s intuitive Dashboard
Advisory Assistant prompts
