Teams | Bera Values

📄️ Teams Overview

Teams functionality allows financial advisors to organize their clients into structured groups for better management and collaboration.

Create a new team to organize your clients for better management and collaboration.

View comprehensive information about a team, including client lists, advisor assignments, and team statistics.

Modify team information including name, description, advisor assignment, and status.

Add and remove clients from teams to organize your client base effectively.

Remove a team from the system. This action cannot be undone.