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Value Gap Calculator
The Value Gap calculator (also known as the 'VGC') is a valuable tool used to show clients (and prospective clients) what’s possible by demonstrating the gap between where their numbers are now and where they could be. ...
Prevent Gap emails from going to Spam
To ensure you and your clients receive all important communications from The Gap, please add notifications@app.thegaphq.com to your email platform's safe senders list. Prevent emails from being marked as Spam in Outlook.com Add the sender to your ...
Advisor Assistant (beta)
Advisor Assistant (beta) Overview The Advisor Assistant is a built-in feature, utilising AI to automatically record and transcribe meetings held within The Gap. It streamlines documentation, allowing advisors to focus on conversations while ensuring ...
Document Templates
Overview The Document Templates area is where you create, edit, and manage the templates used for pre-work, delivery, and feedback. To find it, go to Main Menu > Document Templates. Key features: Status tabs: Document templates are separated into two ...
FYI Integration
The Gap integrates with FYI so you can easily file documents created in The Gap. How to set up the FYI integration Attention You must have administrator rights in The Gap and in FYI to follow the setup steps in this article. Navigate to Settings ...