Page Comparison

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1. Parent account
2. Child account
3. Currency account 

Additional Access

Additional access for Parent accounts can be created:

1. Partner Accounts
2. Relationship Manager Accounts
3. Alias Accounts.

Partner Account

Partner Accounts are set up for Financial Advisory firms.

Partner Admin accounts are set up for employees of the FA firm. A Partner Admin will have access to handle all data upload and maintenance of the accounts, or simply have access to view relevant clients' dashboards.

Relationship Manager Account

Relationship Manager Accounts are set up for Financial Advisory Individuals that can be part of a Partners Financial Advisory firm.

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