A role determines what a user can and cannot do within their account
Key:
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Solo Plan |
Company Plan |
Group Plan |
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Writer User |
Writer User |
Reader User |
Writer User |
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Account Owner |
Account Owner |
Account Admin |
Account User |
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Account Owner |
Account Admin |
| Subscription management and billing |
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| Add and manage account users |
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| Edit other users’ details |
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| Activate share clients and reports for other users |
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| Set up workgroups for teams or regional offices |
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| Add user details, and upload a headshot and signature image |
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| Share their clients and reports with other account users |
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| Customise the Graphical User Interface (GUI) |
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| Edit the content of the company’s report template |
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| Customise the report’s font, styling and colour scheme |
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| Add custom investments, providers, and selectable options |
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| Upload the company’s logo & favicon |
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| Create custom ATR profiles / capacity for loss descriptions |
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| Client / Report Library |
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| Report Template Library |
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| Investment Library |
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| Provider Library |
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| Advice Options & Reasons Library |
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| Hide investments, providers, report templates and selectable options |
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| Share custom investments, providers, report templates and selectable options with other account users |
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| Manage investments, providers, report templates and selectable options for other account users |
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| Write reports for themselves |
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| Write reports for other account users (if share clients / reports has been activated) |
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| Have reports written for them by another account user |
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| Tailor the structure of each report via the Report Builder |
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| Access all Report Types |
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Solo Plan User Matrix
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Solo Plan |
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Writer User |
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Account Owner |
| Edit user details |
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| Subscription management and billing |
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| Add and manage account users |
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| Activate share clients and reports for other users |
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| Set up workgroups for teams or regional offices |
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| Share clients and reports with other account users |
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| Customise the Graphical User Interface (GUI) |
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| Edit the report template |
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| Customise the report’s font, styling and colour scheme |
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| Add custom investments, providers, advice options & reasons |
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| Upload your company’s logo |
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| Create a custom set of ATR profiles / capacity for loss descriptions |
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| Client / Report library |
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| Investment library |
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| Provider library |
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| Advice options & reasons (AO & AR) library |
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| Hide investments, providers and AOs & ARs |
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| Share custom investments, providers and AOs & ARs with other users |
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| Manage investments, providers and AOs & ARs for other account users |
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| Clone investments |
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| Preselect advice reasons |
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| Preselect advice reasons for other users |
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| Write suitability and annual review reports |
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| Customise the structure & length of each report via the Report Builder |
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| Write reports for other account users (if share cleints / reports is activated) |
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| Clone / re-assign reports |
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| Clone investment strategies |
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Company Plan User Matrix
|
Company Plan |
|
Writer User |
Reader User |
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Account Owner |
Account Admin |
Account User |
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| Edit user details |
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| Subscription management and billing |
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| Add and manage account users |
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| Activate share clients and reports for other users |
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| Set up workgroups for teams or regional offices |
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| Share clients and reports with other account users |
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| Customise the Graphical User Interface (GUI) |
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| Edit the report template |
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| Customise the report’s font, styling and colour scheme |
|
|
|
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| Add custom investments, providers, advice options & reasons |
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| Upload your company’s logo |
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| Create a custom set of ATR profiles / capacity for loss descriptions |
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| Client / Report library |
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Client Library Only |
| Investment library |
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| Provider library |
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| Advice options & reasons (AO & AR) library |
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| Hide investments, providers and AOs & ARs |
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| Share custom investments, providers and AOs & ARs with other users |
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| Manage investments, providers and AOs & ARs for other account users |
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| Clone investments |
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| Preselect advice reasons |
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| Preselect advice reasons for other users |
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| Write suitability and annual review reports |
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| Customise the structure & length of each report via the Report Builder |
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| Write reports for other account users (if share cleints / reports is activated) |
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| Clone / re-assign reports |
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| Clone investment strategies |
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Group Plan User Matrix
|
Group Plan |
|
Writer User |
|
Account Owner |
Account Admin |
| Edit user details |
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| Subscription management and billing |
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| Add and manage account users |
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| Active share clients and reports for other users |
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| Set up workgroups for teams or regional offices |
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| Share clients and reports with other account users |
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| Customise the Graphical User Interface (GUI) |
|
|
| Edit the report template |
|
|
| Customise the report’s font, styling and colour scheme |
|
|
| Add custom investments, providers, advice options & reasons |
|
|
| Upload your company’s logo |
|
|
| Create a custom set of ATR profiles / capacity for loss descriptions |
|
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| Client / Report library |
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| Investment library |
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| Provider library |
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| Advice options & reasons (AO & AR) library |
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| Hide investments, providers and AOs & ARs |
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| Share custom investments, providers and AOs & ARs with other users |
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| Manage investments, providers and AOs & ARs for other account users |
|
|
| Clone investments |
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| Preselect advice reasons |
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| Preselect advice reasons for other users |
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| Write suitability and annual review reports |
|
|
| Customise the structure & length of each report via the Report Builder |
|
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| Write reports for other account users (if share cleints / reports is activated) |
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| Clone / re-assign reports |
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| Clone investment strategies |
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Back to plans & pricing >