Teams and oversight

Adviser Toolkit is priced per seat, and a firm gets more out of it when the whole team is in: advisers, paraplanners and support staff working from the same client records and templates.

Roles and access

• Advisers see their own clients, and only their own clients. Row-level security enforces this at the database, not just in the interface.
• Licensees get read-only oversight of the advice produced under their licence.
• Templates and brand settings can be shared firm-wide, so every document leaves in the same style.

Inviting your team

1. 1

   Add seats

   Manage seats from your subscription. Each seat carries its own login, MFA and Vera credits.

2. 2

   Send invites

   Team members sign in with their own credentials. Nobody shares a password.