Adding Recommendations

To add a recommendation, select an appropriate recommendation from the ‘Select Recommendation’ drop-down and click . The recommendation will be added to the client file with the option to establish Time Period and Responsibility. Once added, the recommendation can be modified as needed.

Time Period: The expected time frame for addressing the stated recommendation. This can be anywhere between ’1-3 Months’ and ‘> 10 Years’

Responsibility: The individual responsible for managing the stated recommendation. This can be the Advisor, Client, Spouse/Partner or Other.

Recommendations are automatically saved to the client file as entered, click to close the recommendations window.