Support
Get in touch with the AdviVest team for installation assistance, configuration queries, or account support.
📧Help Desk
Email Support
For account issues, billing questions, installation help, and detailed technical problems. Include your HubSpot portal ID and steps to reproduce.
Monday–Friday, 9am–6pm EST
📞Hotline
Phone Support
Speak directly with our support team for urgent installation, configuration, or account issues.
Monday–Friday, 9am–6pm EST
Frequently Referenced Material
Check out our Configuration Docs to learn how to structure parent-child property mappings and set up filtered record pickers.
Read our Privacy Policy to understand how we store database setups and process client record data securely.