Setting Up AdviserGPT

Reset your Password & Sign in

You'll receive login credentials by email from the AdviserGPT team. Follow the link to create your password, then choose your preferred sign-in method, either Single Sign On or Password. When your firm Admin turns-on Single Sign On via Microsoft or Google in the Firm Settings console, your users can no longer enter a password. Your Admin manages billing, team members, and the preferred SSO.

Sign in method

Email & Password

Microsoft SSO

Google SSO

Install the Plug-ins

Bring AdviserGPT into the tools you already use—Microsoft Word, Excel, Edge, and Google Chrome. Answer RFPs without ever switching apps.

Word Add-inMost-used

Answer RFP questions inside Word — no copy/paste.

~3 min

Chrome Extension

Answer questions on any web-based RFP or DDQ portal in Chrome.

~2 min

Edge Extension

Same functionality as Chrome — for Microsoft Edge users.

~2 min

Excel Add-in

Answer quantitative RFP questions directly inside Excel — no copy/paste.

~3 min

Install all four. Word and Excel for in-document answers, Chrome or Edge for web-based portals. Each takes under 3 minutes.

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IT approval may be required. If you can't find the add-in or get a permission error, contact your IT team to approve "AdviserGPT" in the Microsoft admin center. Usually takes 1 business day.

1

In Word, open the Home ribbon and click Add-ins.

2

Search for "AdviserGPT" and click Add or Install.

3

The AdviserGPT button will appear in the upper-right of the Home ribbon. Click it and sign in.

Can't find it in Add-ins? Install directly from the Microsoft AppSource Marketplace.

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You'll know it worked when the AdviserGPT button appears in the Word ribbon and you can sign in from inside Word.

Next: Chrome Extension →