Fathom Deep Dive: Setup & KPIs

Every Monday, 10am PDT

Overview

Learn how to tailor the platform through Fathom’s settings, and explore options for KPI customization to track key metrics for your business.

45
Mins

In this webinar you'll learn

  • Customizing the Chart of Accounts
  • Creating custom KPIs
  • Tracking the performance of key metrics for your or your client's business

About your presenters

Max Rath

Max's role is to help advisors leverage Fathom to better engage their clients and save time. Outside of work, he's interested in economics, investments, and writing and playing music.