Review a client request.
Open the request. Check the records. Edit and approve the reply.
AdviserSample workspaceClient requests
Needs reviewRequestClientStatus
Share-plan review
Home purchase next spring
Client 014Awaiting adviserFrom the client’s AISample client · 014Home purchase
“I’m buying a home next spring. Should I change my company share plan?”
Sample client · 014Home purchase
Sample client
Private client workspace
Private client workspace
CLIENT PREPARATION
Quarterly review
Portfolio · Mandate · Meeting notes
AdviserReviews before anything is sent
Review before release.
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