Firm Users
Firm User: Portfolios
Last Updated: November 10, 2025📊 Portfolio Dashboard Overview The Portfolio Page displays high-level metrics and details across your client base. If you are a Firm Admin or Supervisor, you can see: Each client is represented by an individual company tile displaying key data points: 💡 Tip: Use this view to quickly assess which clients are most active, when their...
Firm User: Meetings
Last Updated: November 10, 2025Firm Meetings Overview If you are a Firm Admin, Advisor Seat, or Portfolio Manager Seat, you’ll see the Navy navigation bar on the left-hand side of your screen.This is your Firm Navigation Bar and provides firm-level access across multiple client companies. 🗓 Meetings Module Select Meetings from the firm navigation bar to open the My...
Firm User: Tasks
Last Updated: November 10, 2025Firm Task Management Overview If you are a Firm Admin, Advisor Seat, or Portfolio Manager Seat, you will see the Navy navigation bar on the left-hand side of your screen. This is your Firm Navigation Bar. 🗂 Accessing Tasks Within the Firm Navigation Bar, select Tasks.This view provides a centralized dashboard of all tasks connected...
Best Practices and Protips On Adding New Clients or Migrating Client Data To Propel Your Business
Last Updated: September 25, 2025It’s that time of year when we are migrating Annual Plans into the Propel Your Business Software. This often means increased data entry. It is the same lift we experience when we onboard a client or move an existing client onto the software. This is a playbook on how to utilize the tools in PYB...
How do I assign a new company to a client?
Last Updated: August 15, 2025How to Invite or Assign a Client to a Company in Propel Your Business After Signing the Contract: This ensures a seamless onboarding process for the client.
Checklist Adding New Client TO PYB
Last Updated: April 17, 2025https://docs.google.com/spreadsheets/d/1uTRanpYd_6UTrcHW7jP4Tt5LpQOwLufS4fDfsSmhngY/edit?gid=0#gid=0
How do I tranfer my clients company to another advisor in Propel Your Business?
Last Updated: March 10, 2025Submit a ticket to Propel Your Business indicating the name of the new advisor, and the client’s company. Please be sure to indicate whether or not yo wish to have the company remain on your dashboard.
New Client Set Up
Last Updated: March 3, 2025These are step-by-step instructions for setting up your client in Propel Your Business. They are in a specific order as each step depends on the next. This is meant to help you (the advisor) guide your client through the setup. Check List Here.
Client Logged In For First Time and Updating User Settings
Last Updated: March 3, 2025Getting the Client Logged in and User Settings Set Up
Adding A Client To Advisory Meetings
Last Updated: March 3, 2025Adding A Client To Advisory Meetings For The First Time Double Check: Double-check that everything is correct.
My client can not access Propel Your Business.
Last Updated: January 28, 2025Step-by-Step Summary for Resolving Client Access Issues: If a client cannot access Propel Your Business, start by guiding them to reset their password using the “Forgot Password” option on the login page. If resetting the password does not work, log in to Propel Your Business and navigate to the company settings. Under the users’ section,...
What if I don’t find one of my clients in the portfolio?
Last Updated: January 28, 2025If a client is missing from your portfolio in Propel Your Business, submit a ticket to request the client be added to your portfolio.
Demonstration Company Overview
Last Updated: November 4, 2025Using Demo Companies in Propel Your Business If you are a Firm Admin or hold a Portfolio Manager / Advisory Seat, you’ll see a Navy navigation bar when logged into Propel Your Business. This view includes Demo inside your Portfolio. ✅ What Demo Companies Are Demo companies are fully built-out sample clients you can use...