Quick create
- Open Clients and choose Add client.
- Choose the client type: an individual, or an entity such as a company, trust, fund or foundation.
- Enter the name (first and last name, or the legal name), the email address and optionally a phone number, a status and groups.
- Choose Add client.
Everything else can be added later on the profile. The email address must be unique among your clients, whatever the capitalisation.
Important: Setting a client to active uses a billable client seat, and during the trial you can have 3 active clients. If you are not ready to bill, create the client as a lead or a prospect. See Client statuses and seats.
The client page
| Tab | What it holds |
|---|---|
| Overview | Summary cards, the KYC panel and portal access. |
| Profile | All personal or entity details, investor profile, sensitive identifiers and bank accounts. |
| Investments | Holdings and orders. |
| Distributions | Distributions the client has received. |
| Documents | Documents attached to this client, with a preview of what the client sees. |
| Groups | The groups the client belongs to. |
| Timeline | Changes, KYC decisions, notes and invitations, newest first. |
Details you can record
- Individuals: name, date of birth, nationality, country of residence, tax residency, identity document, address, occupation and employer.
- Entities: legal and trading name, registration number, jurisdiction, incorporation date, registered and correspondence addresses, representatives and beneficial owners. See Entities, representatives and beneficial owners.
- Both: the assigned manager, source (referral, website, event, existing or other), tags, preferred language and currency, notes and your custom fields.