See the progress and status of all opportunities relating to the account, client, or household.
Display any alerts specific for the Household, Client, or Account selected. This functions as a filtered view of the Notifications section of the platform, displaying only the notifications pertaining to the selected Household, Client, or Account. See Notifications Overview for details.
Displays any documents that have been uploaded by the firm, reports created from Report Packages that have run, Custodial documents, and any account opening documents that have been signed via digital signature process.
See Managing Client Documents for further details.
New Account Information
Used to set which Report Package is assigned to the Household, Client, or Account. See Customizing a Client’s Report Packages and Manually Running Report Packages for more information.
Lists the investment policy statements that have been filled out and are tied to the Household, Client, or Account.
Manage Clients > Overview Tab
The Overview tab summarizes the personal and financial information of a client. Note that the data and even available widgets will vary depending on whether you are in Household, Client, or Account view. (See Manage Clients Dashboard Overview for ...
Manage Clients Dashboard Overview
The Manage Clients Dashboard (Manage Clients > Dashboard) is where you can access a broad array of all client information from platform or portal. It is viewable at the Household, Client, or Account level. Dashboard Overview Level Views Switch which ...
Manage Clients > Performance Tab
The Performance widget allows you to view performance across all or selected accounts in a number of different available views. Performance reporting is broken down into four sub-tabs, detailed below: Performance History Performance Overview ...
Manage Clients > Financial Tab
Market Value Over Time The Financial tab contains a graph of a client’s Market Value Over Time. Click on one of the time frames on the top right hand of the page to see the Market Value for that length of time. Financial Analysis Allows users to ...
Manage Clients > Communications Tab
Communications The primary section contains a summary of all contact information for the Account Owner, Client, or Household. Tags may be added in the # box as needed. Click the Edit control to change a Client’s contact information. Notes Free-type ...