Client Overview: Individuals
ClientManager is built to enable a fast workflow. Most data-fields have a 'Quick Copy' button (
) next to them, making it easy to copy information from a client profile into another program or document. To copy a field, click the Quick Copy button next to the field name. ().
If you need more information about a field's intended usage you can hover over the blue information icon next to the copy button. Hovering over the blue information icon will show a 'tooltip' providing some guidance on the field's intended usage.
Client information (fields)
A client's profile contains various tabs with fields for storing information. The personal information is not only used for future reference, but in various automations such as filling in forms.
The following tabs are available:
The financial planner details section allows you to link financial advisers to a client. The linked advisers can be from your own practice, or from another practice.
❗️If you link an adviser from another practice, they will be able to view and edit the linked client. They will not be able to edit the linked advisers, however, meaning they cannot un-link you from the client. Staff in the linked broker's practice will also have access to the client. Please ensure that the client has appropriately consented before adding another broker code.
The adviser name, financial services provider (FSP), and broker house code are not editable fields. These fields are populated automatically when you save, based on the provided broker code. The editable fields are therefore 'Broker Code' and 'Fee Split %'. The Fee Split field can be used to indicate a % fee split arrangement with another adviser. Even if a linked broker has a 0% split, they will still have access to the client profile - so remember to remove their broker code to disallow future access.
Tools
At the top of the page you'll find a toolbar with various available tools:
You can read more about each of the available tools here:
- Compose SMS
- Create Task
- Schedule Meeting
- Fill Forms
- Log Call
- Log Note
- Log Review
- Interactions
- Tasks
- Search
- Send Email
- Assets & Liabilities
- Delete Client