Client Implementation Checklist

• Related Articles

• Increasing or Decreasing Existing Client Fees

  To Increase or Decrease Fees for an existing client being Billed via the Prospera Fees Manager (DDR) system: Select the client from the Dashboard If they are currently billed via the Prospera Fees Manager application, the sidebar menu will have a ...

• Client File Navigation

  Client File Navigation Click on a client name  within your Client List:  the client file is displayed.   Navigation within the client file is broken into four key areas:  ·            Scenario Dropdown Clicking on the dropdown will display a list of ...

• Adding a New Client

  Adding a New Client To add a new client, click ADD NEW CLIENT  button in the lower left of the Dashboard page, below the client list.   Client Details Clicking on the ADD NEW CLIENT button will take you through to the ADD CLIENT screen.    Ensure the ...

• Remodel Checklist

• Step 1 - Create Your Client

  1.   CREATE NEW CLIENT       To add a new client:       Click the ADD NEW CLIENT button, in the lower left of the Dashboard screen, below the Client List.             This will take you through to the ADD CLIENT screen, where you will add the client. ...