Partner support help centre
Wealth Portal
Training videos
Clients
How clients can activate their portal
14 April 2021 01:47
Articles in this section
How to export your Client list to CSV
How do I add a To-do in the Partner Portal?
How do I add a client group?
5 top tips for managing clients
How do I ungroup clients?
How to invite one or multiple clients to the portal
How do I merge clients?
How do I assign staff to client files?
How do I add a co-owner?
How do I perform bulk actions on the client list?
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