How do I set up a new client?

1. From the platform homepage click ‘Add Client’.

2. On the ‘add client’ screen:

• Select the client’s adviser from the dropdown list.
• Select ‘Client Type’ as ‘Individual’.
• Click ‘Next’.

3. From the next screen you can:

• Enter the client’s name and date of birth into the respective fields.
• Select ‘Add Client’. This will save your client’s details.

4. The green banner at the top of the client’s dashboard confirms that your new client has been set up. From here you can access a few quick options:

• Create a quick quote.
• Submit a new business application.
• Use our risk profiler tool to assess the client’s attitude to risk (click on the ‘Add questionnaire’ button in the top right of the screen).

The client’s dashboard houses all of their personal and contact information as well as details of their asset holdings, performance history, and more.

1. From the platform homepage type your client’s name into the search bar.

• Click on the client’s name.

2. Your client’s dashboard will open. From here you can:

• Add or amend your client’s details by clicking on ‘manage details’. Please note the only information which cannot be updated online is a client’s name and date of birth. For these you will need to send us a proof of identification.
• Create a quote or submit new business.