Partner support help centre

Australia New Zealand
  1. Wealth Portal
  2. Clients

Clients

Client List

  • How do I add a client or client Group to the client list?
  • How do I bulk upload clients, team members and entities?
  • How do I send clients an invitation to their wealth portal?
  • How do I perform bulk actions on the client list?
  • How do I unlink or delete clients?
  • How do I assign staff to clients in bulk?
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