Product Enhancements

Client list view filter for CSMs, paraplanners, and admin staff

An issue that some firms are facing is that - due to Client ownership being with the advisers - all tiles, filters, lists etc for client are empty for CSMs, Paraplanners, and Admin staff. 


As a CSM I have a CSM relationship with a number of clients across different advisers. But if I click the 'Client list in the left hand side bar the list comes back empty. This is the same for compliance dates tiles, Birthdays tiles etc etc. It will only bring back records to which I am the owner, and if the adviser is the owner it will not display any records at all.

For a CSM (or paraplanner or admin), can I have tiles / lists represent clients that I have a CSM relationship with, but am not necessarily the owner?




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