What's the difference between an Advisor and an Assistant?

Advisors can:

  • Invite clients to join Everplans
  • Send personalized messages when inviting clients
  • Assign clients to advisors
  • Remove clients from your firm's Everplans license

Assistants can:

  • Invite clients on behalf of an advisor
  • Assign clients to advisors
  • Remove clients from your firm's Everplans license

Assistants cannot:

  • Appear on client invitations to join Everplans (these will always appear to have come from the advisor assigned to the client)
  • Be assigned to a client

 

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