The Advisor to Investor Link Module allows you to give more than one advisor access to certain investor profiles that you define.

The primary advisor will be listed as the contact on all Statements and will be the Owning Advisor on any reporting or system details. Any secondary advisor(s) would have read and write access on any shared investor profile and would be able to add, edit or create any new transaction as required. Whichever advisor creates a transaction, whether this is the primary or the secondary, will be listed as the Selling Advisor on the trade and will therefore be listed as the contact on the Trade Confirmation.

To complete the sharing of an investor you will first need the advisor(s) and investor profile created.

Next, navigate to the secondary advisor profile, select the Linked Investors tab and click + Link Investor.

You will be able to select the investor profile that you wish to share with the secondary advisor from the drop-down menu.

To remove any shared link, simply click the "X", and the connection will be broken.