How do I turn on Finametrica for a client?


Question: How do I turn Finametrica on for a client?

 After Finametrica has been enabled for an advisor, it needs to be enabled for a client. From “Client Management,” “Client List” select the the client to open the “Client Breakdown” page. Select “Edit Client” from the “Client Options” list.

The “Client Settings” section of the page displays an “Enable Finametrica” check box under the “Additional Options” heading. Click the check box to turn on Finametrica for the client. Finametrica is available in the “Current Client Portal”, but has not yet been added to the Beta version “New Client Portal.”




The Finance Logix menu will now list Finametrica below the Dynamic Plan.



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