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Product Guides
How to set up an account and start using your Aider Advisory Platform. Plus find out about the latest product updates.
- Understanding your Advisory Dashboard
- How to use Aider's performance insights
- How to use the Period Close Checklist
- How to use Aider’s AI Assistants
- Understanding your Period Close Dashboard
Templates & Resources
Sample emails, downloadable documents to help you market your Aider-supported advisory service & improve your processes.
- Triage your clients’ data at a glance with Aider’s intuitive Dashboard
- Introduction to Small Business Financial Advisory
- Advisory Assistant prompts
- Benefits & Service Guide for your clients
- Insight Trends & Actions Checklist
Best Practices
Articles, webinars, and case studies on how to start offering or scale up your advisory services, plus get the most out of Aider Advisory Platform.
- Advisory Best Practices Articles
- Advisory Success Stories & Case Studies
- Top tips to succeeding at advisory services in 2023 and scaling your firm
- Top Tips for Selling Advisory Services