Currence - Strategist

Learn how to live in a constant state of harvest, with key trainings on the enrollment and calibration exercises. Please be sure you are logged into your Strategist Portal to have access to all of the content in this area.

Getting Started with Currence 

Realize the Benefits of Becoming a Currence Strategist

Build a Strong Foundation with Your Clients

Understand the Currence Philosophy - Video (6min)

Learn the Currence Terminology - Video (5min)

Contact Currence Strategist Support

Start fast and learn about the Currence philosophy to cash flow management, key terminology, and how to add Currence to your current planning process. Please be sure you are logged into your Strategist Portal to have access to all of the content in this area.

Currence Fundamentals

The Strategist Portal Quick Reference Guide

Working with Your Team - Delegation

Working with Your Team - Collaboration

Managing Your Multi-Factor Authentication (MFA)

Learn how to expertly leverage the Strategist Portal to maximize your time.

Your Strategist Portal

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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