The home page is the first thing you'll see when you sign in as an advisor.

There are several sections on the home page, pictured and explained below.

Clients

The clients section allows you to manage all of your clients. You can view your clients in a list, edit their details and sign in on their behalf.

Users

This section allows you to view and manage the users who work for your organisation.

Account

This section is for updating organisation and personal details about your adviser account, including changing the password.

Help

The help section has contact details and links to our help articles providing answers to common questions.

Files

This section allows you to view any uploaded files and any files ready for download.

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