InvestNext

Set-up a custom email domain for all transactional emails.

How to send emails through a custom domain?

Everything you need to know to manage your InvestNext site configuration.

This article will walk through how to invite a partner to your portal, set-up their permissions, and associate their contacts.

Select which email notifications that you would like to receive.

This article describes how to delete your admin portal account in InvestNext

This video shows you how to set permissions for co-workers or co-sponsors on the admin portal

Use this article to set up a User and assign their permissions to manage their access within your portal.

To learn how to assign tasks to yourself and other internal users, continue reading.