Use Client Updates to see whether client-level updates are waiting for review. It is separate from firm-wide News Alerts and the alerts shown inside one client's dashboard.
Client Updates
The Client Updates area appears on the Advisor Dashboard and shows a count of pending client-level updates across the clients you can access.
When an update is available:
Open Client Updates.
Select the client associated with the update.
Review the update and the relevant client information.
How the dashboard notices differ
Client Updates: Pending updates associated with clients.
Client Dashboard alerts: Prompts that apply to one household, such as a Will or insurance item.
News Alerts: Firm-wide product, tax, guideline, or general notices.
Alerts are prompts to review information. They do not decide what is suitable for a client.
Common issues
The count does not change after an edit. Confirm that the change was saved, then refresh the Advisor Dashboard.
An update remains after review. Reopen the listed client and the update itself. Contact Planworth Support if it remains after a refresh.
A client is missing. Confirm that you can access the household in the current workspace.