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Managing Clients

Add, Edit, and Archive Clients

There are two ways of adding clients:

- directly from the Actions widget on the dashboard via "Add Client" button,

- from the "Add Client" button in the "Clients" tab. 

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  • 'Clients' TabAdd_Client_.gif

To edit a client profile:

- Navigate to the "Clients" tab and Select the client you would like to edit.

- Press the pencil icon to edit the client information.

-  Once you have completed the required updates, ensure that you press the 'Save' button in the top       right corner. 

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To archive a client profile: 

- Follow the same steps as above for editing a client and change the status from 'Active' or 'Prospect' to 'Inactive' 

- You will still be able to view this client profile from the 'Archived Clients' tab 

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Family Members

You are also able to add co-clients and other family members to the client profile. You can add family members at the same time as when you initially add the client, or you can always add the family members at a later time by going into the client profile and pressing the 'Add Family Member' button. 

Note: Whereas clients can be 'Archived', co-clients and other family members can be deleted rather than archived 

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Others 

The 'Others' area is available to keep track of anyone else that is important with regards to this client such as another advisor or anyone else who has a Power of Attorney on their accounts. Any association with a professional or sphere of influence should be included here.

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“My Clients” vs “All clients”

The "My Clients" vs "All Clients" view allows you to view either just your own clients or a list of all of the clients under your firm.

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