Alan Grinberg

OverviewClient360 is our primary internal platform for managing sensitive client financial data, portfolio performance, and KYC (Know Your Customer) documentation. Due to the sensitive nature of th...

Enable Two-Factor AuthenticationProtect your account with an extra layer of security by enabling 2FA.Why Enable 2FA?Two-factor authentication adds security by requiring:Something you know (your pas...

Billing InformationThis guide explains how billing works for your subscription.Billing CycleYour billing cycle begins on the date you sign up or upgrade. You'll be charged automatically on the same...

API Integration OverviewOur REST API allows you to integrate our platform with your existing systems and workflows.Getting Your API KeyLog in to your accountNavigate to Settings → API KeysClick "Ge...

Password Reset GuideForgot your password? No problem! Follow these steps to reset it.Reset via EmailGo to the login page and click "Forgot Password?"Enter your registered email addressCheck your in...

Welcome to Our PlatformThank you for choosing our software! This guide will help you get started quickly.Creating Your AccountSetting up your account is simple:Visit our signup page at app.example....

Finding a Printer Compatible With Your Operating System When shopping for a new printer, it's important to choose one that is compatible with your computer's operating system (OS) to ensure seamles...

Emergency Change Authorization Request In the event of an urgent issue or service outage, IT changes may need to be implemented outside of the normal change management process. This helps restore s...

Stakeholder Communication Plan Submission When implementing a major IT change, having a clear communication plan is crucial for keeping stakeholders informed and aligned. All projects impacting bus...

Billing and Payment InquiriesAt our finance/insurance company, we understand that managing your finances and payments is crucial. We are here to assist you with any inquiries you may have regarding...