RITE HQ User Guide

1. Introduction & Overview

Understand the purpose of RITE HQ and the value it brings to financial advisory teams.

1.1 What is RITE HQ?

RITE HQ is a dedicated workspace for building, managing, and presenting financial reports tailored to client meetings.

1.2 Why use it

Advisory teams juggle spreadsheets, slide decks, and design tools. RITE HQ streamlines that process into one branded environment so every meeting includes a consistent, professional client experience.

1.3 Key features at a glance

• Report building workflows for Report Cards, One-Page Plans, and Review Sheets.
• Branded templates that automatically apply firm colors, logos, and disclosures.
• Collaboration tools so teams can share clients, co-edit reports, and maintain version history.

1.4 Target users

• Financial advisors seeking repeatable, high-impact client conversations.
• Advisory firms that need consistent branding across every meeting touchpoint.
• Operations or marketing teams supporting advisors with report preparation.

2. Getting Started

Create your organization, configure your brand, and make the dashboard feel like home from day one.

2.1 Sign up

Visit the RITE HQ sign-in page and use your preferred authentication option (email, SSO, or invitation link). New users are guided through onboarding automatically.

2.2 Create your organization

Name your organization, confirm your contact details, and invite colleagues who should collaborate on client reports.

2.3 First look

The initial dashboard appears with helpful empty states so you can understand where clients, reports, and metrics will surface once data is added.

2.4 Navigate to brand settings

Open Manage Organization → Brand Settings to update colors, logos, disclosures, and other brand elements that appear throughout reports.

2.5 Save and apply branding

Upload high-resolution assets, set primary and accent colors, confirm disclosure language, then click Save to immediately apply branding across future reports.

2.6 Return home

Head back to the dashboard. Your workspace is now fully branded and ready for client data, report creation, and team collaboration.

3. Core Workflows

Master the daily flows that keep advisors organized, informed, and client-ready.

3.1 Dashboard / Home

Use the dashboard for a quick pulse on clients, reports, and meeting prep.

• Review client lists, recent reports, and summary metrics in a single glance.
• Empty states highlight next steps when no data is present, pointing you toward creating clients or reports.
• Primary navigation links from the dashboard guide you to Clients, Reports, Settings, and more.

3.2 Clients Page

Keep your book of business organized and searchable.

• Create new clients with required demographic details and optional planning context.
• Filter and search clients by advisor, name, or status to find the right profile instantly.
• Open a client record to view and manage their associated reports, notes, and key dates.
• Archive or delete clients only when policies allow; the interface clearly confirms irreversible actions.

3.3 Client Report Workflows

Create, edit, share, and maintain the reports that drive your meetings.

3.3.1 Create Report

• Choose between Report Card, One-Page Plan, or Review Sheet templates based on meeting goals.
• Follow guided steps to collect required inputs, such as client objectives, financial metrics, and recommended actions.
• Start from preset templates or default values to reduce prep time and maintain consistency.

3.3.2 Edit / Save / Auto-save

• Edit reports with intuitive sections and inputs that mirror the report layout.
• Auto-save captures changes every few seconds and indicates status so you never lose work.
• Use the manual Save button before leaving the page or presenting to lock in final edits.
• Resume drafting later from the client record; RITE HQ restores your most recent version.

3.3.3 View / Export / Print

• Preview the finished report in read-only mode to confirm formatting and totals.
• Export to PDF using the Export button; RITE HQ optimizes layout for print-ready delivery.
• Print directly from the browser with recommended page settings, headers, footers, and pagination tips.

3.3.4 Delete / Manage Reports

• Remove outdated reports using the Delete action; confirmations prevent accidental loss.
• Duplicate or version reports (when available) to iterate on strategies without starting from scratch.
• Sort and filter report lists by status, date, or advisor to prioritize preparation.

3.4 Team / Organization & Members

Collaborate with advisors, paraplanners, and support staff inside one workspace.

• Open Manage Organization → Manage Members to invite colleagues by email.
• Assign roles and permissions (Admin, Advisor, Contributor) to control access to reports and settings.
• Deactivate or update members as team structures change; changes are logged for transparency.

4. Configuration & Customization

Fine-tune RITE HQ so every report reflects your firm’s brand and process.

4.1 Brand settings

Upload logos, select colors, and manage disclosure language that appears on each report and client-facing screen.

4.2 Default report templates

Create reusable default content blocks, recommendations, and notes that populate new reports automatically.

4.3 Organization settings

Control firm name, contact information, and other workspace-wide preferences that surface in exports and dashboards.

4.4 Notification & preference settings

Adjust email preferences, reminders, and advisor alerts so teams stay informed without noise.

4.5 Limitations

RITE HQ currently focuses on core report workflows and does not include external data integrations or third-party API connections.

5. Troubleshooting & Common Issues

Resolve the most common hiccups before they impact client meetings.

6. Maintenance, Updates & Versioning

Know how RITE HQ evolves and how your data stays protected.

6.1 How updates are deployed

Updates roll out automatically in the background. Sessions stay active, and you receive a prompt if a refresh is required.

6.2 Versioning & release notes

Check the Release Notes panel in the dashboard footer for version highlights, improvements, and upcoming features.

6.3 Data retention / backups

RITE HQ stores encrypted backups of reports and client metadata. Retention policies align with industry best practices and firm-level compliance settings.

7. Appendices / Reference

Quick references that support training, onboarding, and client prep.

7.1 Glossary

• Report Card – summary of client financial health across R.I.T.E dimensions.
• One-Page Plan – action-oriented plan capturing goals, tactics, and responsibilities.
• Review Sheet – meeting recap with follow-ups and outstanding tasks.
• Disclosures – compliance statements automatically appended to exports.

7.2 Keyboard shortcuts

RITE HQ currently supports standard browser shortcuts for copy, paste, and undo. Dedicated in-app shortcuts will be documented here as they launch.

7.3 Sample reports

Use the Sample Reports gallery in onboarding to explore best-practice layouts and narrative styles.

7.4 Change log / version history

Refer to the Release Notes timeline or contact support for a detailed history of edits impacting compliance-ready templates.

8. Support & Contact

Reach the RITE HQ team whenever you need a hand.

8.1 Support email

Email info@cwfrontierinnovations.com with your question, including client or report IDs when available.

8.2 Availability

Support is available Monday–Friday, 8am–6pm CT, with emergency coverage for critical meeting blockers.

8.3 Bug and feature requests

Submit requests through email. Include desired outcomes, steps to reproduce, and any compliance considerations.