Shared Client Profile / Shared Net Worth

Anywhere in the portals where you see the word ‘shared’, this means that it’s visible (and editable) on both your side, and your clients side. If your client amends any information here from within the Client Portal, then the change will be immediately show in the Adviser portal.

Once you've selected a client, navigate to Manage> Profile to see each of these sections. 

One important point to note, is you can populate the data in this section using the dropdown in the top right (labelled in the image above) with the data from a Questionnaire. You can select which Questionnaire you wish to use, but be advised that it will overwrite the information already captured in this tab.