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