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- Creating new clients
- Client actions including:
- Searching a client
- How to add a partner to a household
- Updating and editing household details
- Identifying and changing who is the CFO
- When to raise a support request to manage a client
- Client Registration
- Sending the Your Life survey
- Sending the Investment Preferences survey
- Exporting Best Life Plan
- Accessing this on the Vault
- Client Records and what they can access in Best Life Plan
- Goals and tasks
- Where to find help and support
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