All webinars
Wednesday · 30 min
Document generation for beginners
Paraplanners, report writers and advisers who want Marloo to produce documents that read like their own.
Every Wednesday
Weekly London time
In this session
What we’ll cover
- The full workflow from client context to templates and document generation
- Editing, reviewing and adding context including Morningstar research
- Version history, exporting and styling
Recent recordings
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