An account must have a main client (the head of the household) included. Optionally, the spouse/partner may be added as the co-client.
Both the client and co-client can then be engaged via PreciseFP’s engagements to add, review and update information.
When viewing the details of an account, the client and co-client appear at the top of the details panel. Accounts with no co-client will display an “add co-client” empty area.
Operations relevant to the co-client are available when clicking the “v” on the top right corner of the co-client details panel.