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▶️ Getting Started with Nexis Wealth Navigator Powered by Aidentified

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Document ID HT7902

Product

  • Nexis® Wealth Navigator

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  • N/A

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You can use the following Nexis® Wealth Navigator Powered by Aidentified guides to help you get started.    
 
Getting Started Videos Advanced Learning Videos Frequently Asked Questions (FAQs)  
 

Getting Started Videos 

Getting Started
How To Import Your Network 
Importing CSV Files 
 

Getting Started 


 
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How To Import Your Network  


 
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Importing CSV Files  


 
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Advanced Learning Videos 

Prospect Finder Overview
Super Connectors Overview 
Export CSV and PDF Files 
 

Prospect Finder Overview  


 
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Super Connectors Overview  


 
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Export CSV and PDF Files 



Note: The above video displays a prior version of the product. The export format changed from CSV to XLSX. 
 
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