​​​​​MoneyMind - Get Started

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MoneyMind is so easy to get started - all it takes is 5-minutes.

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→ Step 1: Update your company details 
→ Step 2: Add your privacy policy
→ Step 3: Upload your logo

→ Step 4: Invite team members

→ Step 5: Import or add client contacts

→ Step 6: Send your first profile

 

Want a personal walkthrough?  Join an onboarding session.​

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