Documentation
Everything you need to master ASoc
Set up, customise and get the most from your wealth-management platform.
Getting started
- ›Welcome to ASoc
- ›System requirements
- ›Account setup
- ›Dashboard overview
- ›Your first plan
- ›Inviting your household
Managing your money
- ›Linking accounts
- ›Setting goals
- ›Contributions & automation
- ›Understanding rebalancing
- ›Reading projections
Billing & subscription
- ›Choosing a plan
- ›Updating payment methods
- ›Invoices & receipts
- ›Cancelling a plan
Settings & customisation
- ›General settings
- ›Notifications
- ›Dark mode & display
- ›Privacy controls
Reporting & analytics
- ›The analytics dashboard
- ›Exporting reports
- ›Custom views
- ›Net-worth tracking
Troubleshooting & FAQ
- ›Login issues
- ›Sync problems
- ›Error messages
- ›Contacting support
Get started
Build real wealth with the right guidance
Open your free trial today and watch your plan come together — calmly and clearly.
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