LightYear Docs
Categories
- Adviser Client Strategy and Solutions Centre for your "How to Solutions" Here you will find a wide range of client strategies and solutions used by accountants and financial planners. Each ...
- Legal, Technical and Strategy Questions In this section you will find questions we have received from advisers and our strategy responses to them. If you wa...
- Webinar Videos Past Webinars, Training Session and How-To Videos
- Client Emails, Data Capture and Letters of Advice Here you will find email copy, letters, data captures, newsletters and much more to make your life that much easier o...
- How to Videos for each document - short and sharp In this section we have all of our LightYear Docs documents and strategy automations to bring you up to speed on each...
- Documentation All documents currently available on the LightYear Docs platform, all with full legal sign off from Abbott & Mourly l...
- Release Notes Details about our latest platform releases and document fixes/updates.
- In The Media Press releases and latest news