Skip to main content
All CollectionsAdviser PortalManage your Clients
Managing and seeing Clients' Activity
Managing and seeing Clients' Activity

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

Gavin Stanley avatar
Written by Gavin Stanley
Updated over a week ago

Besides having an overview of your clients on the Client list, you can also have access to more detailed information on each client individually.Β 

Here's how you can do it:

Get in touch to clarify any doubt! πŸ˜ƒ

Did this answer your question?