Here is the link to the Telemetry provided training.
Telemetry Finance Help Center
Bookkeeper vs Advisor Client Subscriptions:
Note - KPIs are part of our spreadsheet integration, and Bookkeeper allows for one plan. So if you want KPIs in Bookkeeper you need to make your one plan a spreadsheet plan (and not a web plan).
Bookkeeper vs Advisor Client Subscriptions | Telemetry Finance Help Center
Fast way to select multiple sections on the web plan bulk edit screen.
Click the first item you want to select, hold down shift, and click the last item you want to select. It will then check all items in between those two.
Upgrade to advisor web page -
Stride and Telemetry: Telemetry Pro Advisor
Client walk through of the Telemetry functionality
Video Link Here
How to upload a new client in Telemetry
Video Link here
Upgrade to advisor PDF
Report abuse