Invite your client via a simple email or link and they can walk through a self-directed workflow that will prepare most of the data needed for you to prepare their financial plan.
Step 1: Create an account for your client
- On the Dashboard, click "+New Client" at the top of the page
- Input the client's first and last name and click "Add Client"
- Click "Invite Client" at the bottom of the next page
Step 2: Advizr gives you two options to send an invitation to your client
- Send an email to the client directly from Advizr. This email will come from Advizr.
- Generate a link that you send to the client if you want the email to come from you personally.
Note: The email you input when you generate the email or URL will be the client's username. The client will create their password as they register their account.
For more information about onboarding options please review this article: Client Access and Onboarding