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Filter clients by Risk Compliance
Filter clients by Risk Compliance

Learn how to filter your client list based on Risk Compliance

Updated over a year ago

This feature allows you to quickly sort through your client list based on Risk Compliance. From your home screen:

  1. Click Clients & Prospects > the default is 'All' (your full list of clients):

  2. Simply click between:

    • In Band - client's that are within the Risk Band

    • Adjust - client's that are outside their Risk Band

    • Upload Portfolio - client's who need to upload their portfolio (so you can assess their portfolio against their Risk Band and determine if their In Band or need adjusting)

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