InsiderLog Advisors

In this section, you will find the InsiderLog user guide for advisors.

• Set up a permanent insider list
• Set up an insider list
• Close an insider list
• Set up a sensitive list
• Convert a sensitive list
• Close a sensitive list
• Set up your account
• Add and manage administrators
• Edit email templates
• Earlier first reminder
• System settings
• Add and manage contacts
• Add and manage clients