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Advisor Clients and Teams (iOS)

Clients​

  1. Open the Clients tab.
  2. Use Search to filter by client or household name.
  3. Tap a client to view their details.

Client details include:

  • Vision statement summary and details
  • Assessments list and latest status
  • Goals summary
  • Planning team members
  • Household membership

Teams​

  1. Open the Teams tab.
  2. Tap + to create a team with a name, description, and advisor assignment.
  3. Tap a team to view details or manage it.
  4. Swipe left on a team to delete it.