How do I edit my client's details?

In the table on your Advisor Home Page:

Click on the pen icon in the far right column of your client's row to edit their details. 

• Related Articles

• Setting Up the Client Portal Account (A Client Guide)

  Easily collect Fact Finds, tasks, and documents from clients by sending them a Client Portal invitation. Once sent, your clients will receive an email to set-up their own secured client portal. Access Your Client Portal: Step1 : Locate the Client ...

• Editing my Client's Name and Contact Details

  Ensuring accurate client information is crucial for effective communication and relationship management. This article provides step-by-step instructions to help you seamlessly update client details in the Advice Revolution portal, ensuring your ...

• How Can Clients Complete a SMART Goal Task in the Client Portal?

  At Advice Revolution, we are committed in helping you and your clients collaborate on setting SMART goals for the new financial year. This guide will walk you through how to clients can use the client portal task in creating their own SMART goals. By ...

• Deleting Client Documents from the Adviser Portal

  Clients does not have the ability to delete documents they've previously uploaded. Only advisers have the ability to delete the uploaded documents from the client page in the adviser portal. Here's how you can delete a client's document in the ...

• Organizing and Securely Storing Client Files in the Client Portal Document Vault

  Peace of mind and easy access go hand-in-hand with Advice Revolution's secured client portal document vault. This centralized location allows you and your clients to conveniently store and retrieve important financial documents anytime, from ...