Articles in this category Managing Client Reviews Logging a review Review notes can be brief - remember the purpose is to document how you went about ensuring the client's financial plan is still appropriate or how planning was adjusted to meet chan... Pulse Did you mean Pulse Feed? Segmentation Tags In the world of financial planning, effective client segmentation is crucial. Segmentation Tags enable advisers to categorize and organize their clients based on their own defined criteria. This artic... Quick Notes (Dashboard Feature) Welcome to Quick Notes, a handy feature in ClientManager designed to help financial advisers, assistants, and team members quickly jot down important information without the need to navigate through c... Switching between linked accounts The Account Switcher feature enables you to switch between different linked user accounts within the CRM. For instance, a single assistant may be responsible for supporting multiple advisers with dist...