Learn how to add a historical date to the Fiduciary Wellness Score History chart. This is useful when adding prior scores for existing clients to show them the progress you've made with their plan and to visualize your value add.
Adding Historical Dates for Prior Client Scores
Articles in this category
- FiduciaryRx™ Dashboard
- Creating Customized Question Profiles in FiduciaryRx
- Sending a FiduciaryRx™ Questionnaire to a Prospect with Dynamic Prioritization
- Understanding the Plan Sponsors Section
- Understanding the All Reports Section
- Creating a Fiduciary Wellness Score™ and Report
- How to Understand and Position the Fiduciary Wellness Score™ and Report
- Firm Admin vs. Firm Users in FiduciaryRx™
- Accessing the Help Center for Learning and Support
- Updating Questions When A Report Is Still In Draft Mode