Understanding Your License
Can other members of the team manage client accounts?
Absolutely! But you'll need to upgrade your license in order to access this functionality. Please contact your Account Manager for more information.
How do I manage users at my firm?
To get started, click “Firm Settings” from the main navigation bar Next, click “Add Advisor” or “Add Assistant” Enter your colleague’s contact information and click “Add” Their account wil...
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:...