Advisor Transition Dashboards

Owned by Mercedes Rothwell, created

Aug 22, 2022

1 min read

Date	Change

Date	Change
	Initial Version

Version	Date	Comment
Current Version (v. 1)	Aug 22, 2022 20:30	Mercedes Rothwell

Contents

Audience: Field Users, Executives, Back Office Users

Functionality: The Advisor Transition Dashboards allow firms and advisors to keep track of where they are in the transition process.

Related Pages

Page:
Advisor Transition Dashboards (Docupace Platform User Guides)
Page:
Firm TA Dashboard App (Docupace Platform User Guides)
- advisor-transitions
- automatic
Page:
Rep TA Dashboard App (Docupace Platform User Guides)
- advisor-transitions

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