What can an advisor do and see in the portal?
Start a new estate plan by clicking on Create a New Client
In the List of Clients, you will be able to see
- Client Name and Address
- Portfolio Status: what documents are completed and ready to sign
- Will/Trust Signatures: what documents have the corresponding signature page uploaded
- Stakeholders: how many account invitations have been sent out
- Promo Code: if a promo code was used
- Created: date the client's documents was created
- Modified: date the client's documents were modified
Click on the Client Name in the list and
- View the client's profile
- Send Account Invitation
- Go to Dashboard
- Refresh Documents
- View Actual Documents
Advisors can assist their clients with the following functions on the client dashboard:
Uploading their Signature Pages