SWFC | Client Management

Connecting…

Pipeline

All clients

Tasks

Servicing

All

🔴 High

🟡 Medium

📅 Follow-up due

Connecting to Firebase…

Client

Stage

AUM

Priority

Follow-up

Advisor

Actions

All tasks

Servicing requests

Overview

Tasks

Notes

Documents

Servicing

Add new client

Fill in the client details below

Primary client

First name *

Last name *

Client type

Company / Employer

Phone

Date of birth

Partner / Spouse

Partner first name

Partner last name

Partner email

Partner phone

Partner date of birth

Pipeline & advisor

Pipeline stage

Assigned advisor

Priority

Follow-up date

Financial details

AUM / Portfolio ($)

Primary service

Initial notes

🗂 SuiteFiles folder link

Add task

Task description *

Category

Assigned to

Due date

New servicing request

Client

Service type

Status

Title / Reference

Assigned advisor

Due date

Notes

Settings

Manage document checklist items and servicing types. Changes sync to everyone.

Documents

Servicing types

Stages

Team / Advisers

Data

Drag to reorder. Changes apply to everyone instantly.

Add your team members. They'll appear in all adviser dropdowns across the app.

Manage your app data. These actions affect everyone using the app.

Clear all clients

Removes all client records, tasks, notes, documents and servicing requests. This cannot be undone.

Reset settings to defaults

Resets document checklist, servicing types and stages to their defaults. Client data is kept.

Edit pipeline stages

Drag to reorder. Changes apply to everyone instantly.