Client Notes Overview

The first step in a Fiduciary Quality Management System is to organize your approach to each client engagement. The starting point is not too dissimilar to running a business: You need to identify your market, be familiar with the laws affecting your industry, know what resources will be available – capital and people, and assess what constraints will affect your business.

The Fiduciary Focus ToolkitTM equips you will the means of documenting the details pertaining to a specific client with the client notes feature.

  1. Navigate to the appropriate client from the Clients view of your Book of Business
  2. Select "Client Notes"
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This section allows you to edit or delete existing Client Notes. You are also able to create a New Client Note here. 

Client Notes are able to be typed directly into the Fiduciary Focus Toolkit. The Toolkit also provides flexible visibility settings.Cnotes2.jpg

  • If you choose not to include the Client Note in Monitoring Reports, it will be an Internal note
  • If you choose to the include the Client Note in the Monitoring Report it is a Client Facing note and will appear in the report, as it does below:
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