After you have invited your client to Advizr and they have registered, you can toggle between two different access modes for your client:
Wizard Mode - Client will see the Wizard and will be able to fill in information. While in Wizard Mode, both the advisor and client can update data.
Financial Plan Mode - Client will see their Financial Plan and Reports
TIP: You will only be able to change Client Access AFTER your client has registered. Otherwise, you will see the Invite option
Example of Wizard Mode:
Example of Financial Plan Mode: