The account profile allows you to view and manage the data collected for each account.
By default, you will be brought into the profile in a 'read only' mode. To make changes to the profile, click the 'Edit' icon in the upper right-hand corner.
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.
The navigation menu can be collapsed by clicking 'Collapse' at the top of the page list
You can view uploaded documents stored in the profile by clicking 'Documents' in the upper right-hand corner.
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. You can hover your mouse over these individual icons to see the previous value.
You can also view the history of changes to the client profile.
To see an overview of the account, you can click on 'Details'
From here, you can take actions on the account in its entirety:
NOTE: Data from an engagement that has connected elements (connected to the dataset/profile) will move from the engagement to the account profile. If the template does not contain connected fields, the data from the template resides in the template and does not move to the account profile. The benefit of this is to have data store in the profile which can then export to an integration partner depending on the integration as well as be used to prefill engagements.