Creating Teams

A feature gone mostly unnoticed, but remains important nonetheless, is the ability to create teams. If an advisor has other colleagues working on a specific client with them, we've created a way for you to recognize those members by looking at the client's household screen.

This feature also comes in handy when your firm and advisors have opted in for our Age Reminders Digest, a weekly email feature available to our Premium subscribers.

To create a team, open the client's household page. From there, in the Household >> Details section, you'll see the "Primary Advisor" and "Team" fields at the bottom of this section. You can assign the advisor who is assigned to the client there, and add multiple team members.