Client Management
Client Advisory Panel
Accessing the Advisory Panel The Advisory Panel is located in the Client Admin screen and can accessed via the Personal Details tab in Fact Find. It can be accessed by expanding Client Admin Screen (as highlighted in the above screenshot) ...
Client Actions
The next section is the Client Actions section, which consists of Client Action functions and Client Restore function. Client Actions This page allows users to perform client actions such as Delete Client group, Delete Spouse, Merge clients. Delete a ...
Client Records
Documents Navigate to ‘Clients > Client Records > Document This page is where users can view, upload, download documents for a client. Upload documents To upload a document, select client and folder, then click on Upload button. The Action ...
Client Fact Find
Client Details Personal Details Navigate to ‘Clients > Fact Find > Personal Details This is the page where you can input client’s personal information, service package, referral source, tags and multi tags, complete the risk profile questionnaire and ...