Personal Settings

[We made an important update to how SMTP connections work in Value Builder. SMTP connections using generic email domai...]

[Contents 1. For Custom SMTP Server 2. For Google Apps or Gmail 3. For Office365 or Outlook   SMTP stands for Simple M...]

[You have available to you, customizable auto-response emails for various tools offered in the advisor portal includin...]

[These are optional automated emails that can be sent after the email auto-response when a PREScore™ assessment is com...]

[Contents 1. Why You Should Use Estimate of Value 2. Our Method 3. Income Adjustment Wizard: The Need To Adjust Revenu...]