You've joined the TIQK revolution and thinking 'whats next'?
If you are the Administrator then make sure you've completed Your Organisations Profile.
This will ensure we have all required information about your company, team members and relationships that will assist TIQK with providing you with a great experience.
Setup Teams and invite Team Members into TIQK (Import Users is for bulk uploading Financial Advisors into TIQK).
Familiarise yourself with the settings and workflows within TIQK and any questions just ask!