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How to create a Relationship, portfolio, and portfolio group

Admin Controlled

How to create a Relationship, portfolio, and portfolio group

Normal User 

How to Assign a team-branch

What is the purpose of the Financial Team?

How do I assign members?

How do I create a user login?

How do I run and edit reports?

setting up a client as an advisor

Full walk through of client view

building a client user

billing account maintenance

targets vs benchmarks

non-billable accounts

settings in client view

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Level Four Group, LLC is a division of CRI Capital Group, LLC, a subsidiary of CRI Advisors, LLC. “CRI" is the brand name under which Carr, Riggs & Ingram, L.L.C. (“CPA Firm”) and CRI Advisors, LLC (“Advisors”) and its subsidiary entities provide professional services. CPA Firm and Advisors (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. CPA Firm is a licensed independent CPA firm that provides attest services to its clients, and Advisors and its subsidiary entities provide tax and business consulting services to their clients. Advisors and its subsidiary entities are not licensed CPA firms.



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