Contact and Client Management
Editing Performance Households
Performance Households can have the initial details edited at any time. Households can also be closed or deleted if needed. Editing a Household Editing can begin from Manage Clients > Dashboard > Household by clicking the more menu on the household’s ...
Householding Clients
Assigning Clients to a Household allows you to view their combined performance data within the Portfolio Manager. Clients can only belong to one Household at a time. Clients or Accounts can also be householded from within the Billing section of the ...
Adding New Contacts
Contacts are the base of all interaction with Prospects and Clients. Contacts can be created directly, imported in bulk, or automatically created as part of the digital onboarding experience. Adding a New Contact To add a single Contact to the ...