The account profile allows you to view and manage the data collected for each account.
The profile is split into multiple pages on different aspects of the financial profile. Each page contains groups of information and some groups allow you to add multiple entries. Data belonging specifically to the client or the co-client is also clearly marked.
When accessing the profile after it has been updated via an engagement or by another team member, the updated fields will be marked with a green icon to be able to easily identify most recent changes to the profile.