Add Individual Member Details

Once you have entered the broad details of the client, and updated the model start and end dates, you will need to add details of the individual members within the client record, such as the dates of birth of each (in this case, Sam and Samantha).    

Simply click on the individual client's name, as indicated above, which will open the individual Member Details.

Once you have updated the details for both members of the client couple, click on MODELLING in the left side menu to enter your client's assets, liabilities, income, expenditure, goals, etc.

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