Welcome!
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.
