Client Attributes (IDs, tags, and more!)
Are you seeking an easier way to manage clients across all your various systems? Or do you need to differentiate between clients with the same name? Help your firm stay organized by adding unique client profile properties!
These properties (or attributes) are only seen by you, the client's assigned advisor, and admin/analyst users on your account. (Clients never see it.) If you or a client's advisor enters a client attribute, it will display below the client's name on the "View Client" page.
- The default Client ID attribute will also display in your Transaction reports. All attributes will display on the Client report.
Setting up Attributes
Navigate to Firm Settings > Client to access attributes that you can add to a client profile:
By default the Client ID field will be enabled (and optional). This default property cannot be deleted; it can be edited to describe an attribute different than "Client ID" or it can be disabled entirely by toggling the button to off.
To add a new attribute, click Add New Attribute and fill out the type of information you want to include in a client's profile:
❗️To ensure your client's privacy and security, we recommend not using attributes to store or display any highly sensitive data, such as a full Social Security Number!
To make the attribute required when a client is added or their profile edited, toggle Require attribute to be filled out or selected to on.
To keep the attribute as-is so that it cannot be changed by other advisors on the account, toggle Disable advisor ability to edit client attribute to on. (This is especially important to do if you're using a CRM or other API integration with AdvicePay and cannot have the attribute changed.)
Assigning Attributes to Clients
Assigning an attribute can be done when you add a client, or it can be added/edited at anytime by going to Clients > View Client > Edit Profile.
Simply add, edit, or remove the information entered in the attributes field(s):
When added/saved, their profile will now display like so: