Manage Clients > Operational Tab

Manage Clients > Operational Tab

Operational Summary

See the progress and status of all opportunities relating to the account, client, or household.

Notifications

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.

Documents

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

Report Packages

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.

Proposals

Lists the investment policy statements that have been filled out and are tied to the Household, Client, or Account.

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