Adding Advisor Codes
Advisor Codes, also known as Rep Codes, typically come from the Custodian to establish management of accounts. Advisor Codes are important in the Wealth Platform to do the same. Reps will be associated with these codes so any accounts that are opened ...
Advisor Profile Settings
The Advisor Profile controls contact information that appears on the Client Portal as well as Rep Codes and other Wealth Platform functionality. After adding an Advisor to the Wealth Platform, take time to fill in the remaining relevant details in ...
Creating an Advisor Fee Split
You can assign an Advisor Code that splits any way you like between multiple Advisors. To create a Fee Split: Navigate to Run Business > Billing. Click Create Advisor Fee Split from the top controls. Select a Fee Split Code from the drop-down. This ...
The following videos are found throughout the Help Center in their related help articles, but are collected here for easy access. Firm Setup Adding Advisor Codes Adding Advisors Advisor Profile Settings Splitting Advisor Codes Client Portal ...
Advisor-led Proposal (Goals-based)
The following process allows the Advisor to generate a proposal for a client using goals-based planning. This process can only be done on the Platform side. The process can be interrupted at any point and progress will be saved. Simply click the ...