Experivise
Support Center

How can we help?

Search the knowledge base, browse by topic, or reach the team directly. Whichever is fastest for you is fastest for us.

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Browse by Topic

Help, organized by how you actually use the product

CRM & households

Profiles, custom fields, imports, and bulk operations.

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Client onboarding

Multi-step flows, KYC, face liveness, and document capture.

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Workflow automation

Templates, reviewer chains, SLAs, and the 13-state engine.

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Documents & forms

Form designer, field types, versioning, and public forms.

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Email & calendar

Nylas integration, sync troubleshooting, and email templates.

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Security & compliance

SSO, permissions, audit trails, data export, and retention.

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Talk to Us

Rather just reach someone?

Our support team is wealth-tech specialists — not a tier-one triage queue. Pick the channel that fits the situation.

Priority chat

In-app chat with the wealth-tech specialist on duty. Fastest path for Professional and Enterprise firms.

Open chat in the app

Email support

Non-urgent questions, configuration walkthroughs, and anything that benefits from a thread.

support@experivise.com · 1 business day
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FAQ

Fastest answers to the questions we see most

How do I reset my password?

From the sign-in screen, click 'Forgot password?' and we'll email you a reset link. Links expire in 30 minutes — request a fresh one if needed.

How do I add or remove team members?

Firm owners can invite or remove team members from Settings → Team. Deactivated members keep their historical activity in the audit log; their assignments are released for reassignment.

Where can I export my data?

CSV and JSON export is available from Settings → Data & Export for customer data, workflows, tasks, documents, and audit logs. Large exports are delivered by email when ready.

How do I file a security disclosure?

Email security@experivise.com with a description and steps to reproduce. Our team acknowledges receipt within one business day and coordinates responsible disclosure with you.

Can I get training for new hires?

Yes — role-based video tracks live in the Experivise Academy, and your success manager can run a private session for onboarding cohorts on request.

Still stuck? We'd rather fix it with you.

If the docs didn't answer your question, open a chat or send an email — a specialist who knows your firm's configuration will take it from there.

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