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Manage your Clients
Manage your Clients
Access client information and interact with them in-app
Gavin Stanley avatarAndre Costa avatar
By Gavin and 1 other2 authors9 articles
How to delete clients
How to change the adviser associated with a client
How to manage joint clients (households)
Inviting Clients
Managing and seeing Clients' Activity
Getting your client's Fact-find
Getting your client's Risk Profile
Client in-app messaging system
How to set a client review date
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