Find a client from the Advisor Dashboard, then open the right area to update their information.
Find a client
Use Search Clients at the top of the Advisor Dashboard to search by name.
Select the client from the results.
You can also select a recently opened client under Last 5 Clients Updated.
Update the client
After the Client Dashboard opens:
Go to Family Info to update the primary client, partner, children, dependents, or other household members.
Go to Evaluation to update accounts, income, real estate, debts, spending, and other financial details.
Open Financial Insights to review or update a planning scenario after the source information is correct.
Select Save or Continue on each screen as you work.
Add or remove a client
To create a household, select Add Client on the Advisor Dashboard.
To delete or archive a client, contact Planworth Support before changing the record.