Skip to main content
Search

Adviser roles and access

Date: 26 October 2022

Access to information and functionality at a range of levels

For business owners, our platform technology gives you more control over data within your business and helps to reduce risk. To do this we have introduced some additional user roles, so that the information being accessed by each user is appropriate to their role within your firm.

Role profiles

‘Master Users’ have the ability to manage access to the platform for all other members of your firm. The table below shows the access available for each role type.

Role Master user Delegated customer admin Registered customer with fees Registered customer without fees Read only Portfolio Builder
Typical user with access to: Office Manager/ Business lead Paraplanner or Administrator Adviser Adviser Administrator Investment Administrator
Asset research, fund prices and performance
View asset holdings
WealthSelect Portfolio Explorer and reporting
Build and edit models
Switch models (n/a to read only access)
View and create clients  
Create new business illustration  
View client reports, valuations, transaction histories  
View issued documents  
Tools  
View business MI    
Maintain client address and bank details    
Submit New business, top-ups, switches and withdrawals    
Maintain regular withdrawals/ contributions    
Maintain LTA, update expression of wish    
Merge pension accounts    
Setup and maintain pension income    
View previously generated fee statements      
Query and create breakdown of fees        
Access MI reports for the business        
Create and maintain other users within the firm          
Transfer clients between advisers          

In addition to the roles above, you also have the flexibility to allow you to select which clients each user can access. You can choose to grant access to all clients at your firm, clients under a specific branch, or clients belonging to a specific adviser.

How to set up a member of your firm

This step-by-step summary explains how to set up a member of your firm (for example an adviser or paraplanner) on our technology platform and manage their access and permissions.

Learn how

Further support

Step-by-step training

View our ‘how do I’ video guides on how to use the platform, manage your clients’ investments and create reports.

Watch training videos

Platform support

Get instant access to online resources such as training videos and Q&As that will help with your daily tasks.

View platform support