Partner help centre

United Kingdom New Zealand
  1. Wealth Portal
  2. Training videos
  3. Clients

Clients

  • How to Review Workspace Requests, Open Banking Consents, and Tracked Goals for All Clients
  • Client Portal Services Overview
  • Different Client types
  • Introducing the New Client Views
  • How do I change my firm's default client portal views?
  • How to change your client's portal view
  • How to filter To-dos
  • How to manage Client workspace requests
  • How to use the Advanced Search feature
  • How to create an entity as a client and add connections from your portal
  • How to assign staff to clients
  • How to export your Client list to CSV
  • How to add, edit or complete a To-do
  • How do I add a client group?
  • How do I ungroup clients?
  • How do I merge clients?
  • How do I add a co-owner?
  • How do I perform bulk actions on the client list?
  • How do I remove (unlink) a client from my Portal?
Return to website/portal