Advisor Onboarding: How do I onboard existing clients onto the platform?

If you have existing clients you would like to transition over to the Adviice platform without them having to enter all of their information/existing planning themselves, there are two effective methods for manually onboarding existing clients onto the platform.

Option 1: Ask Clients to Create Their Own Account

1. Send Your Referral Link:
   • Go to your Planner Portal.

   • Locate your planner link at the top of your profile in the Planner > Profile Section

     

• Share this link with existing clients (it’s the same link you’d use for new clients).

2. Client Completes Initial Setup:
   • Ask the client to create an account and complete the onboarding questions.
3. You Take Over from There:
   • Once the client has created their account, you can log into their client account.
   • Enter any existing information you already have (e.g., from previous documents or meetings).
   • Upload documents and complete the discovery and planning sections.
   • Tip: Upload any previous financial plans into the document section
4. Client Continues From There:

   • For future updates (e.g., annual reviews), clients can maintain and update their own accounts.

     
     

This method gives clients immediate access while allowing you to handle most of the initial setup.

Option 2: Create the Account for the Client

1. Set Up the Account Yourself in your Planner Portal
   • Go to your Planner Portal.

   • In the Planner > Clients Section, select 'Create New Client' and fill out the onboarding questions

     

• Enter any existing information you already have (e.g., from previous documents or meetings).
• Upload documents and complete the discovery and planning sections.
2. Transfer Ownership to the Client:

   • To transition an account to the client you will log into their account, go to Profile, and then "Change Email" to their personal email address.

     

     

   • After you do that you can send them an email with the signin link to your client portal (eg: http://app.YOURCOMPANYNAME.ca/signin) and an instruction to reset their password using the "Forgot Password" option. This will allow them to reset their password to something they choose.

     
     

This method gives you full control over the onboarding process and allows you to present a fully prepared plan before handing it off.