Involve multiple advisors in your organization who are experts in various disciplines (insurance, investments, taxes) to help find opportunities within the client household.

The Advisors panel on the Household Summary page lists the advisors who currently have access to view and edit the household. The lead advisor is the top advisor listed. All advisors listed below are subadvisors.

Add a work partner or remove a work partner using the Add Advisor interface by either clicking the panel title (Advisors) or the actions icon.

The lead advisor is retained and cannot be removed by subadvisors.

6/2025