The clients who have accepted your invitation to join will be listed on your Clients page.

You can filter the list to search for a client using their first or last name, email, age range or date of birth.
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Any enquiries received by your clients will appear here.
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There are two types of Reports available in your app, both will give you valuable summaries from inside your clients’ app.

This will report on any Goals your clients have set up. You can see the details of the Goal including the  amount, target date and their net worth. 

The result of any surveys you have set up. Contact us and we'll talk about customising a survey just for your business.
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See the clients you have sponsored, invite new ones and check on who has accepted, rejected or seen your email.

The clients who have accepted your invitation to join will be listed in the Active Sponsorships box, and will appear on your Clients page. The Pending box is for clients who haven’t accepted your invitation yet.
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This is a powerful feature allowing you allow you Tag and Categorise your clients' transactions to organise them to your specific needs. 

You can add a great deal of specific criteria into a Rulebook, then use it for all your clients. Save as many as you like. It's a real tine saver for things like searching for ways a client can cut back on their spending when a loan application has been rejected.

For a detailed How To, check out  This Article