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  2. IA - D2A

IA - D2A

In this section, you will find all the knowledge base on the Direct to Advisor version of NVISO Insights ADVISE

Introduction

  • What is Insights ADVISE?
  • How does Insights ADVISE work?
  • How do my clients find Insights ADVISE?
  • Why the company details are important ?
  • Where could I change my Company account details?
  • Where could I change my personal account details?
See all 9 articles

Using Insights ADVISE for Financial Advisors

  • How do I access my dashboard?
  • How do I test the experience before I invite a client or lead?
  • Do my clients need to create a login to take the assessment?
  • How do I promote the solution on social media?
  • Will I get a notification once a lead or a client completes the assessment? Will I get a notification if they don't complete the assessment?
  • How do I find who has taken the experience?
See all 12 articles

For Companies

  • Users
  • Branding
  • Subscription
  • How do I login into my Administrator dashboard?
  • How do I change my login password?

Your Subscription

  • Where is my Subscription’s details view?
  • Where can I check the details of my Subscription plan?
  • Where do I update my Subscription?

Technology and Science

  • How does the system recognize the emotions of a person?
  • How does the emotion recognition technology work?
  • How do you know the emotion recognition is accurate? How was it developed?
  • What types of facial expressions does the emotion recognition recognize?
  • Do I have to take off my glasses or hat (preferably to allow webcam to see face better)?
  • How many archetypes are there in thinking styles?
See all 9 articles
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