What new features am I getting with this upgrade?
This upgrade gives you easier tools and more control over your website. Your website editing tools are now simple to use, empowering you to make a edits and changes to your heart’s content. You can now add sub-users without help from customer support, and if you have self-managed compliance, you now have the ability to approve content without waiting on your compliance department.
You can schedule events to be automatically removed from your site after they pass. Responsive, modern custom forms are now easily created and updated via JotForm. And to top it all off, we’ve added award-winning original articles, videos, and infographics for you to share with your clients.
Where is my old library content?
We’ve partnered with FMG Suite to license award-winning content on your behalf, allowing us to replace your original library with beautiful videos, infographics, and articles. Unlike your previous library, FMG Suite is continually adding new content and updating their sources, so you can be confident you are always sharing the latest information.
This new library content is found under the “Insights” menu on your website. You can control what content appears on your site in the “Content” section. Simply click your name in the top right-hand corner and navigate to the "Content” section.
What about publications from my Broker-Dealer?
Syndicated or library publications from your Broker-Dealer may also be available for your new website as well. If you are a representative with LPL or MassMutual your website will have access to additional content from your home office.
How do I submit updates to compliance?
Where you used to click “Submit,” you will now simply click “Publish” to send your changes to your compliance department. Once your changes have been approved, you will receive an email notification letting you know that the updates are live on your site.
If you have self-managed compliance, it’s even easier. You’ll see the option to “Approve” your pending changes in the “Compliance” section of your admin. Before approving, just be sure to download the available PDF, so you have a record of the changes you’ve made.
On any piece of content you are editing, you will see a “Publish” button, along with the option to save your changes as a draft. You can view all content pending compliance approval in the “Compliance” section, located at the top of your admin.
How do I make changes to my menu?
Instead of “Menu Editor,” you will now see “Navigation” in the left-hand menu of your admin. “Navigation” allows for a parent/child visual hierarchy to help organize your site content. If you had “grandchildren” in your menu previously, those pages still exist, but are now listed as “children” in the menu.
How do I update my “Team” page?
Simply navigate to the “Team” section in the left-hand menu of your admin. Here, you can update biographies, pictures and titles, as well as add or remove team members. You can even assign team members to different groups, a useful feature for multiple office locations or specialities.
If you want to change the order in which the team members are shown, or otherwise alter the appearance of your “Team” page, navigate to the “Pages” section in your menu and find your “Team” page there.
How do I upload a PDF?
Previously, you may have used a file manager to keep track of PDFs you had uploaded. But now that will be integrated into your other tools. Simply navigate to the piece of content you want to add your PDF to, and upload it directly to that page. You will see an option to “Insert Attachment” when editing your pages. Highlight the text you’d like to link your PDF to and click “Insert Attachment.”
Where are the files and images that I had uploaded in the old platform?
The files and images you had uploaded to your dashboard can now be found on the individual pages they were added to. For example, if you have a “Weekly Newsletters” page to which you upload PDF newsletters, the PDFs themselves will appear on that page in the admin.
How do I re-create my custom form?
If you had any custom forms on your website, those might not have been transferred over with the upgrade. We are happy to work with you to re-create them on JotForm, an easy-to-use form builder that will give you full control while modernizing the look and functionality of your forms.
JotForm lets you control what fields are included, what message is displayed once the form is completed, and where your completed forms are sent. Once a form is embedded on your site, you can easily update it through the simple editor in your JotForm account.
Can I have a blog on my new Advisor Launchpad Website?
Great news! Your new website will offer a great new blog tool, which is a great way to share your thoughts and engage with your clients and prospects. To edit that content and add new posts, just navigate to the “Blog” section in the left-hand menu. From the “Blog” section, you have the option to update your Blog introduction, add new posts, and edit existing posts.
Got more questions? Reach out to your Customer Support Team at (801) 216-3715, or shoot us an email at firstname.lastname@example.org. We’re here for you!