You can change the Advisor Name, Title and Company in Concept Toolkit. Not all information can be changed, depending on your software license.
- If you have an individual software license, you can change your Title and Company but not your Name.
- If you have a corporate site license, you can change your Name and Title but not your Company.
1. Click Settings on the Main Menu screen.
1. Change the information in the Name, Title and Company fields.
2. Click Close to close the Settings window.