Custom Client Groups

Jordan Haines
Jordan Haines
  • Updated

Now you have the ability to create custom client lists and organize your clients the way you want. Some ideas for how to use this feature in your business include:

  • Segment your client list based on client demographics or tiers, then use the drop down to compare client financials to each other
  • Segment your clients based on advisors within a firm
  • Create a list specific to a campaign or initiative

Tutorials: How Custom Client Groups Work

1 - Creating Custom Groups

Creating Client Groups 2.gif

2 - Adding Clients To Groups

Adding Clients to Groups.gif

3 - Viewing & Editing Groups

Viewing and Editing Groups.gif

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