Frequently Asked Questions
Navigating Mobile App: Mouse or Finger
Methods to complete a questionnaire
Two ways to fill out a questionnaire:
1. Share the adviser link or portal with a client and allow them to to create their own account and enter information.
2. The adviser can create an account on behalf of the client and start the questionnaire.
Export client data
Save and Continue Later
Skipping Data Fields
Wealth management framework
To help you get started even quicker, we have designed various buttons for your adviser portal:
Customizing the Questionnaire
In the case where you need to customize fields on the questionnaire, Wealthucate will consider this request. This will require a few hundred dollars for our programmers’ time.
Remember, in the standard questionnaire, you also have a notes tab at the end of each questionnaire for miscellaneous information.
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