What’s New?
The Client Profile now includes a persistent side-menu navigation that keeps everything related to a client in one place.
When you open a client’s profile, you’re no longer just viewing their Financial ID — you’re entering a structured workspace that includes:
Client Financial ID
Client Insights
Key account details (such as email and account creation date)
Household context (if applicable)
Their advisory team
This creates a more complete and organized client view.
Why This Matters
Advisors need more than just insights — they need context. The updated Client Profile allows you to:
See essential client information in one place
Move seamlessly between profile sections
Navigate within a household (when one exists)
Stay oriented without returning to the dashboard
Now, the Client Profile stays anchored on the left — so you remain oriented as you navigate. It’s a structural improvement that reduces friction and supports a more fluid workflow.
How the Client Profile Menu Works
For Standalone Clients
When viewing an individual client who is not part of a household, the side menu displays:
The client’s name
An option to add a family member
Their advisory team
This ensures the profile is complete and expandable if household relationships are introduced later.
When a Household Exists
If a client is part of a household, the menu expands to reflect that structure.
In addition to the client’s individual profile, you’ll see:
The household name
Other associated family members
Household-level pages (such as Family ID)
Their advisory team
This allows you to move seamlessly between individual and household views — all from within the same profile context.
Importantly, the Client Profile remains the anchor. The menu simply adapts based on the relationship structure.
Consistent Across Experiences
This navigation structure is implemented across:
Advisor Client Profiles
Advisor’s Sample Client experience
Client-facing Financial ID
This creates a predictable and cohesive experience for clients and for viewing client information.