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Overview
Managing client assignments efficiently is crucial for smooth operations in your advisory practice. AdviserLogic makes it easy to reassign all clients from one adviser to another, ensuring continuity and minimal disruption to services.
Whether dealing with staff changes, workload balancing, or restructuring, this process can save time and boost productivity.
💡Tip
You must have Administrative Access to access this feature
Access
To change all the clients assigned to an adviser go to Tools > Administrative Tools > Advanced Records Management > Client Reassignment.
Client Reassignment
To reassign clients, select the existing adviser that the clients are currently assigned to from the Old Adviser drop-down.
Choose the new adviser from the New Adviser drop-down, then select Reassign.
A confirmation notification will show once the clients have been reassigned correctly.
📌Note
It is best practice to have the new adviser check that the clients have transferred across, after waiting ten minutes logging out, and back in to their account.