The Academy is your spot to dig in deeper including:

  • Onboarding overview and tips
  • Feature deep dives to help you get started and use best practices
  • Integrations help and FAQ
  • Training and Services options

Additional Resources

How-To Walk throughs

Check out the FAQs in the upper right corner of the app.

Email Support

We typically are able to respond in the same business day!
Need a quick 15 minutes now? Find time here.

Live Learning

Basics 101 – Great for new users and those looking for a refresh – Live and Self-Paced options!
Ask Align – Twice per week, ask your questions and learn about new topics. No registration required!
Advisor led Services – Everything from Onboarding & Account Setup to Period Transitions – Get a jump start on Strategy while leaving the software setup to your CSA.


Business Hours:
9:00 AM to 5:00 PM, Central Time
Monday through Friday