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Manage your Clients
Manage your Clients
Access client information and interact with them in-app
7 articles in this collection
Written by
Andre Costa
and
Gavin Stanley
How to manage joint clients (households)
How do you handle two clients on the same account and manage tasks such as getting both clients to sign-off an agreement in Advicefront?
Written by
Gavin Stanley
Updated over a week ago
Inviting Clients
Bring your clients and prospects to Advicefront by sending a personalised invitation.
Written by
Gavin Stanley
Updated over a week ago
Managing and seeing Clients' Activity
Access all client data regarding fact-finding and risk-profiling.
Written by
Gavin Stanley
Updated over a week ago
Getting your client's Fact-find
How to access your client's Fact-find information.
Written by
Gavin Stanley
Updated over a week ago
Getting your client's Risk Profile
How to access your clients' Risk Profile information and export it to PDF.
Written by
Gavin Stanley
Updated over a week ago
Client in-app messaging system
Exchange messages with your clients at any time and build a strong connection from day one.
Written by
Gavin Stanley
Updated over a week ago
How to set a Client review date
In 2 simple steps
Written by
Andre Costa
Updated over a week ago