Custom Client Groups

You can create custom client lists to organize your clients however works best for you. A few ways advisors use this feature:

• Segment your client list by demographics or client tiers, then use the drop-down to compare client financials side by side
• Segment your clients by advisor within a firm
• Create a list specific to a campaign or initiative

How Custom Client Groups work

1. Creating a custom group

1. In the Clients area, find the Custom Groups section in the left panel and click the +.
2. In the New Custom Group window, enter a Group Name (this is required).
3. Click Save. Your new group will appear under Custom Groups.

2. Adding clients to a group

1. In your client list, hover over the client you want to add and click the three dots on their row.
2. Select Add to Group.
3. In the Choose a Group window, select the group you'd like to add them to. You can also click Create New Group to make a new one on the spot.
4. Click Save Changes.

The client will be added to that group, and the group's client count will update.

3. Viewing and editing groups

Click a group in the Custom Groups section to view the clients inside it. To manage a group, click the three dots (...) next to its name, where you can:

• Rename Group
• Delete Group