How do you handle two clients on the same account and manage tasks such as getting both clients to sign-off an agreement within the system?

How to manage joint clients (households)

Learn the best procedure to delete your client's account

How to delete clients

Learn the best procedure to change your client's adviser

Bring your clients and prospects to our solution by sending a personalised invitation.

Access all client data regarding fact-finding and risk-profiling.

How to access your client's Fact-find information.

How to access your clients' Risk Profile information and export it to PDF.

Exchange messages with your clients at any time and build a strong connection from day one.

Here you will be able to manage your client's review dates

Access client information and interact with them in-app

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

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