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Creating and Editing Client Files

The Client File screen allows you to put all the information you need about your client in one place. To access this screen, click Create a new client record from the Client Report screen.

Once you have created a client file and set up one or more portfolios, you should tell your client how to log in and view their information. Click here for some suggested text which you can include in an e-mail to your client.

Note: When you select a client on this screen, all Portfolios, Plans or Presentations you create from this point will be applied to that client, until you select a new client or log out of GlobeAdvisor.

When you have finished filling in the form, click Save Profile to save this client file and return to the Client Report screen.