Managing Clients

View your client list, access their portfolio and budget data (with consent), and manage relationships.

Client List

The client list is your central view for managing all clients in your organisation. It displays each client's name, email, status, and the date they joined. You can sort and filter the list to quickly find specific clients.

From the client list, you can access individual client details, view their portfolio data, and manage their relationship with your organisation.

Portfolio Visibility

When a client grants portfolio visibility, you can view their property portfolio including:

• Property addresses, types, and current values
• Loan balances and equity positions
• Rental income and yield metrics
• Portfolio summary statistics

Portfolio visibility is controlled by the client through their consent and visibility settings. Clients can choose which properties are visible to your organisation and can change these settings at any time.

Budget Visibility

If a client has granted budget visibility, you can also view their personal budgeting data including budget settings, savings goals, and spending patterns. This helps you provide more informed advisory services.

Like portfolio visibility, budget visibility is entirely controlled by the client and can be revoked at any time.

Client Status

Each client in your organisation has one of the following statuses:

• Active — the client has accepted the invitation and is part of your organisation
• Pending — an invitation has been sent but not yet accepted
• Deactivated — the client has left the organisation or been removed

What's Next?

Learn about organisation billing and per-client pricing:

Organisation Billing →