How do I set up a new client?

This step-by-step summary explains how to set a new client up on our technology platform.

Setting up a new client

① From the platform homepage click ‘Add Client’.

② On the ‘add client’ screen:

• Select the client’s adviser from the dropdown list.
• Select ‘Client Type’ as ‘Individual’.
• Click ‘Next’.

③ From the next screen you can:

• Enter the client’s name and date of birth into the respective fields.
• Select ‘Add Client’. This will save your client’s details.

④ The green banner at the top of the client’s dashboard confirms that your new client has been set up. From here you can access a few quick options:

• Create a quick quote.
• Submit a new business application.
• Use our risk profiler tool to assess the client’s attitude to risk (click on the ‘Add questionnaire’ button in the top right of the screen).

Accessing a client’s dashboard

The client’s dashboard houses all of their personal and contact information as well as details of their asset holdings, performance history, and more.

① From the platform homepage type your client’s name into the search bar.

• Click on the client’s name.

② Your client’s dashboard will open. From here you can:

• Add or amend your client’s details by clicking on ‘manage details’. Please note the only information which cannot be updated online is a client’s name and date of birth. For these you will need to send us a proof of identification.
• Create a quote or submit new business.

How do I set up a new client video