by Carolyn Rothwell on March 7, 2016

Silver Online Customer Access - User Guide


Silver Online's customer access portal allows advisors to create websites for clients to review their plan data and financial planning report from anywhere. Advisors determine the extent to which clients to have access to data and reports.Silver Customer Access Guide

Customer Access Options:

- No Access
- View Plan Data
- Edit Plan Data
- View Plan Data + View Report
- Edit Plan Data + View Report
- Unlimited or Restricted Access Period


The Customer Access User Guide walks through setting up customer access and provides an overview of the customer access portal from the client perspective. 



Try the customer access feature with your clients with Silver Online now.  

Questions?  Simply call toll free 877.421.9815 ext 0 or send a support request for assistance. 


 

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Carolyn Rothwell

Carolyn enjoys spending her time building Money Tree Software's brand and products. Her experience creating and delivering financial plans for a full-service financial planning firm and supporting advisors working to provide the best planning to their clients as a Money Tree support member has provided an excellent understanding of the importance of financial planning.