Comprehensive Client and Household Profiles

Client and household profiles help your advisors prepare more thoroughly for client and prospect meetings. Get a rich, holistic picture of a client’s financial past, present, and future, in a single view.
Client and household profiles' Details tabs
  • The highlights panel (1) shows you the last and next scheduled interaction at a glance.
  • The Details tab (2) provides easy access to client details such as Know Your Client, employment, and contact information, without having to leave the profile page. For households, get a high-level summary of total financial assets.
  • The composer (3) lets you create tasks and events, and log client communications. Use the Chatter feed to share information and collaborate with other team members who manage the client relationship.
Client profile Financials tab
  • The Financials tab tracks financial accounts, assets, and liabilities.
Household profile Relationships tab
  • The Relationships tab helps you manage household members’ network of relationships. Add new household members. Keep track of the other professionals who advise clients about their financial lives. Track clients’ affiliations with owned businesses and other organizational entities.
Client profile Goals tab
  • The Goals tab tracks what matters to you and your clients for goals-based planning.