Inviting and Managing Clients
Invitations, profiles, licensing, and monitoring client engagement
9 articles
- Creating and managing client profiles
- Inviting couples to the wealth.com platform
- How to invite a client to the platform after their profile has already been created
- How do I delete a client profile?
- My client is not receiving the invite to create their account. What can I do?
- How do I see my client's email listed in their profile?
- Is it possible to change the Primary Contact on a Client Profile to another person?
- How to create a client profile and options for inviting clients
- When I assign a deadline for clients to complete their estate planning documents, what email notification reminders do they receive?