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Overview

Adviser Groups can allow you to house multiple Corporate Authorised Representative (CAR) details within the practice.

Clients can be assigned to an adviser group, and the adviser can enable a preference option via Tools to have templates pull the 'practice / CAR details' from the adviser group rather than from the Adviser's profile.

This enables one adviser to service clients from multiple differently branded businesses, including using different logos and templates based on the CAR instead of the Adviser's profile.

Adviser Groups also govern how and to whom tasks may be assigned, based on which Adviser Group(s) a user account has assigned when set up, as well as helping to filter the options available on some Adviser Home Screen widgets.

Adding Adviser Groups

To add a new Adviser Group go to Tools > Administrative Tools > Practice Management > Adviser Groups.

The Adviser Groups screen will show a list of Existing Practices - if no previous adviser groups have been created, the existing practice will show.

Add the New Group Details in the fields provided and Save.

Group Name	New Practice Name	Email	Add an Email address for the new practice
Address	Address for the new practice	ARN	Add a Unique ARN for the new practice
Phone	Phone for the new practice	Website	The the new practices website
CARN	Unique CARN number for the new practice - this cannot be the same as the one in the adviser profile	Fee Split	Enter the fee split percentage for the new practice
Choose Logo	Upload a Logo to use with the new practice from your files

A confirmation notification will show above the Save button to the left of the screen and the uploaded logo will show next to the Choose Logo button.

💡Tip

To add an Adviser Group Administrative tool access is required

Assign Adviser Group - Staff

To Assign an Adviser Group to staff in your practice, from an Admin account, go to Tools > Practice Management > Users

Select the user for which the Adviser Group needs to be assigned or changed.

Choose the Adviser Group to which the staff member needs to be allocated by checking the tick box in front of it and selecting Save.

The Group can be further assigned by the adviser by going to the Adviser Profile and choosing the Adviser Group from the drop-down.

Assign Adviser Group - Client

To assign an Adviser Group to your client, select the adviser Group the client is to belong to from the drop-down within the Adviser Group Field of the Internal Fact Find > Additional Information subsection.

Show Group Details in Advice Documents

The saved details will show in the advice documents produced by Digital Advice Scenarios by going to Tools > Your Preferences > Auto Select Adviser Group details on templates. Select the option and Save.

Edit or Delete Adviser Groups

To make changes or remove an exiting Adviser Group, select it from the Existing Adviser Group list. Apply the changes and Save or select Delete to do so.