Introducing Training Mode: Your Personal Guide to Mastery! Say goodbye to confusion and hello to empowerment with our revolutionary feature. Seamlessly integrated into your user experience, Training Mode provides real-time guidance on all WealthCharts' features as you navigate, ensuring you're always in the driver's seat.
Whether you're a beginner exploring the basics or a seasoned pro looking to unlock advanced capabilities, Training Mode is your trusted companion every step of the way. With interactive tips, tutorials, and insider insights at your fingertips, you'll accelerate your learning curve and unleash your full potential in no time. Experience the difference with Training Mode - because knowledge is power, and mastery is within reach!
To get started with Training Mode, refer to the top right corner of the WealthCharts platform, click the gear icon (Settings), and then select Training Mode. After that, you will see a bunch of blue circles with the letter "i" in them. Click on any of them to learn more about that feature or setting as you are using the platform!
Quick Tip: Training Mode does not get saved on to your layout so be sure to follow the instructions above if you want the tool-tips turned back on each time you log back into the WealthCharts platform.