Kerdora

Customizing Your Firm's Appearance (Logo and Colors)

Settings Overview: Advisor, Appearance, and Billing

Managing Your Billing and Subscription

Setting Up Your Advisor Profile (Name, Firm, Calendar Link, Disclosures)

The Tasks Page: Managing Firm-Wide Action Items

Connecting Your Calendar for Client Scheduling

Adding Disclosures to Your Firm Profile

Target Portfolios: Creating Firm Models in Settings

Document Folder Templates: Reusable Folder Structures for Every Client

Taylor Stewart

Settings & Firm Setup

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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