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Clients & the Advisor Dashboard

Create and manage clients, organize your dashboard, and access client plans.

11 articles
Understanding the Client DashboardUse the Client Dashboard to review one household and choose the next client-information or planning task.
Delete or archive a client, or download a plan PDFProtect client information before requesting deletion or archiving, or create a PDF for the client.
How to use Client To-DosAdd and complete optional follow-up tasks for one household from the Client Dashboard.
Understanding roles and permissions in a shared workspaceUnderstand how a team member's role and access to a shared client can affect the Planworth controls they can use.
How to add or edit family members in Family InfoOpen Family Info, use the available category and fields, and verify the household in Family Tree.
Understanding the Advisor Dashboard and client listUse the Advisor Dashboard to find, add, and open clients before continuing into one household's planning workspace.
How to search, edit, and manage your clientsFind a client from the Advisor Dashboard, then update their household or financial information.
Understanding the Family Tree viewUse Family Tree as a visual or print view and return to Family Info to review visible fields.
Understanding Client Updates on the Advisor DashboardUnderstand the Client Updates count and distinguish it from household alerts and firm-wide News Alerts.
Understanding News Alerts and deadline widgetsUnderstand firm-wide News Alerts and available deadline widgets on the Advisor Dashboard.
How to use notifications and the Client Data LogReview workspace notices, client updates, and the activity history for a specific household.
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