{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/5ad3ef1513274746a72fc49c0bd3c29a\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/5ad3ef1513274746a72fc49c0bd3c29a-2e0e16f0ab774943.gif","duration":140.74,"title":"How to Update Assets, Participants, Recordkeeper and TPA","description":"In this video, I walk you through how to manually update assets, participants, record keeper, and TPA within our system. I demonstrate the process using our plans feature, highlighting that we can break down statistics by quarter, such as Q4 where we had 10 million in assets and 510 participants with ADP as the record keeper. I also show how to update these figures, for instance, changing the assets to 12 million and updating the record keeper to Fidelity. Please make sure to follow these steps to keep our data current. Let me know if you have any questions!"}