Use the Advisor Dashboard to find, add, and open clients. Detailed client information and planning work begin after you open a household.
What you can do
Use Search Clients to find a household by name.
Select Add Client to create a household.
Use Last 5 Clients Updated to reopen recent work.
Open Client Updates, News Alerts, or available deadline information.
Open in-app Help from the available Help control.
The recent-client list is not the complete client list. Use Search Clients when a household does not appear there.
Advisor Dashboard and Client Dashboard
Advisor Dashboard: Find and manage clients across your practice.
Client Dashboard: Review and continue the planning work for one household.
After opening a client, use the Client Dashboard to continue into Family Info, Evaluations, Financial Insights, and other available client areas.