Client Administration

Instructions

Client Administration centralizes all client-related tools, enabling advisors to manage contacts, households, tasks, billing, communications, and client preferences from one place. It supports efficient service delivery through integrated email, calendar, and goal-tracking features.

To navigate to this page, please take the steps outlined below.

1. Click Client Administration in the top left corner.

   

2. Choose which Client Administration tool you could like to use.

   • Contacts and Accounts

   • Groups and Households

   • Fees and Invoicing

   • RMD Calculator

   • Email

   • Calendar

   • Commentary Generator

   • ESG Preferences

   • Risk Scores

   • Goal Tracker