For business owners, our platform technology gives you more control over data within your business and helps to reduce risk. To do this we have introduced some additional user roles, so that the information being accessed by each user is appropriate to their role within your firm.
Access to information and functionality at a range of levels
Role profiles
‘Master Users’ have the ability to manage access to the platform for all other members of your firm. The table below shows the access available for each role type.
| Role | Master user | Delegated customer admin | Registered customer with fees | Registered customer without fees | Read only | Portfolio Builder |
| Typical user with access to: | Office Manager/ Business lead | Paraplanner or Administrator | Adviser | Adviser | Administrator | Investment Administrator |
| Asset research, fund prices and performance | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ |
| View asset holdings | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ |
| WealthSelect Portfolio Explorer and reporting | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ |
| Build and edit models | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ |
| Switch models (n/a to read only access) | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ |
| View and create clients | ✔ | ✔ | ✔ | ✔ | ✔ | |
| Create new business illustration | ✔ | ✔ | ✔ | ✔ | ✔ | |
| View client reports, valuations, transaction histories | ✔ | ✔ | ✔ | ✔ | ✔ | |
| View issued documents | ✔ | ✔ | ✔ | ✔ | ✔ | |
| Tools | ✔ | ✔ | ✔ | ✔ | ✔ | |
| View business MI | ✔ | ✔ | ✔ | ✔ | ||
| Maintain client address and bank details | ✔ | ✔ | ✔ | ✔ | ||
| Submit New business, top-ups, switches and withdrawals | ✔ | ✔ | ✔ | ✔ | ||
| Maintain regular withdrawals/ contributions | ✔ | ✔ | ✔ | ✔ | ||
| Maintain LTA, update expression of wish | ✔ | ✔ | ✔ | ✔ | ||
| Merge pension accounts | ✔ | ✔ | ✔ | ✔ | ||
| Setup and maintain pension income | ✔ | ✔ | ✔ | ✔ | ||
| View previously generated fee statements | ✔ | ✔ | ✔ | |||
| Query and create breakdown of fees | ✔ | ✔ | ||||
| Access MI reports for the business | ✔ | ✔ | ||||
| Create and maintain other users within the firm | ✔ | |||||
| Transfer clients between advisers | ✔ |
In addition to the roles above, you also have the flexibility to allow you to select which clients each user can access. You can choose to grant access to all clients at your firm, clients under a specific branch, or clients belonging to a specific adviser.
How to set up a member of your firm
This step-by-step summary explains how to set up a member of your firm (for example an adviser or paraplanner) on our technology platform and manage their access and permissions.