How do I edit my client's name and contact details?

How do I edit my client's name and contact details?



1. Via the Adviser Homepage. In the clients’ list table, there is a pen icon on the right side of your client’s name. Click on it to quickly edit your client’s details.
2. Via Client Home Page. If details are not found in the quick edit option stated above, you can edit and update in the client’s page as below:
  1. Get into your client’s page first. To do so, click on your client’s name in the client list table on the Adviser Home Page. 
  2. Once you are in your client’s page, click on the People tab on the left side menu.
  3. Click on Edit (pen icon) on the right side of the client’s name that you wanted to update.
Kindly refer to the video tutorial below for the step-by-step process.

    • Related Articles

    • 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 ...

    • Updating/Changing the Practice Details and Logo

      In the Advice Revolution portal, advisers can easily manage their practice details, including updating their practice logo. Your practice logo is a key element in branding and establishing a professional identity. Follow the steps below to ensure ...

    • 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 ...

    • Release Notes - December 2, 2021

      This release note article outlines the latest features, product enhancements, and bug fixes implemented in the Advice Revolution portal. New Feature/s 1. Client Fact Find Consent Enabling and customizing the flow for clients to provide digital ...

    • Client Portal Registration Email

      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. The client portal invitation email is equipped with ...