Know Your Client: Written Agreements Review

One of the menu options under the Contact Overview menu that is accessible when within a contact record is the Know Your Client section of the contact record:




After clicking Know Your Client, you'll then see the Know Your Client area for the contact and can begin filling in your applicable information for them.

Here, let's look at the Written Agreements Review section of this page:




If no data has been entered here, it will be blank as above.  To add data, just click the Edit button in the top right corner of this section.  You'll then see the below:




There are several Written Agreements you can track dates for here:

  • Signed Fee Agreement
  • Signed IPS Agreement
  • Last ADV Offering
  • Last Privacy Offering
You can manually enter dates for any of these agreements or you can use the calendar icon to the right of each one to select a date.  Once complete this area might look like the below:




Note that you can apply Written Agreements Review Dates in bulk, should you need to do so.  

Note as well that you can create Custom Exports that include any or all of these fields.

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