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Partner Program

Partner Program

Learn how to leverage the partner portal, get certified, and add business processes to improve your business.

Partner Portal

Overview of Partner Portal

Add your Firm's Logo to Jirav Partner Portal

Cloning Accounts in Partner Portal

Add a Company

Deleting Accounts

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Firm Onboarding

Firm Onboarding Program

Defining the Standard Dashboard & Reporting Template

Certification

Certification Exam Sign Up

Certification - Reporting & Dashboards

The Advisory Conversation with Jirav Lite - End to End video of Lite

The advisory conversation with Jirav Lite - learning capstone

Starting the Advisory Conversation - Complete Video

Create the T12M KPI

Add the T12M KPI to the Executive Summary Report

Create the T12M KPI Dashboard

Create a Custom Group Tile

Have the Advisory Conversation

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