We’ve launched some new and improved features into the multi-level portal and we’ve outlined them here!
We’ve launched some new and improved features into the multi-level portal on March 17th and we’ve outlined them here!
With the new tab "Trusted Access," Administrators or Representatives of an Advisor Portal (i.e. Assistants) can now login with one email address and see the vault they have been added as a Trusted Advisor, while also manage Clients in the Advisor Portal.
Please ask the vault owner to add you as a Trusted Advisor using the same email address you have as an Admin or Representative. Check out how it works in the above video.
*Only applicable to enterprise (multi-level) platforms.