Article Category: Client Records

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Adding a New Client

To add a new client on your FinPlan system, please follow the steps outlined in this article. From your FinPlan...

Adding a Partner Record

Summary There are two separate methods to add a partner to an existing client record depending on whether a partner...

Attaching Documents to Clients

Summary There are two methods available to add external files to a client’s Document store; manually attach using file selector...

Dealing with duplicate Clients

Summary It is important to remove duplicate client records when they are identified within the system. In the simplest case,...

Deceased Clients

Summary When a client passes away, the Client Status can be set to Deceased and the Deceased Date recorded. Setting...

Delete a Client

Summary There are two methods to delete a client within FinPlan; a soft or hard delete. Details Soft Delete A...

Diary Notes Folders

When adding a diary note in FinPlan you will be asked to input a Folder Name. To see how to...

Diary Notes on a Client file

Summary Diary Notes can be used to highlight important information about clients which can be seen quickly by running a...

GDPR

Summary This article outlines the features of FinPlan available to support your firm in meeting it’s GDPR obligations. Please note...
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