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Create client and household records from profile form

Create client and household records from profile form

Your client intake forms arrive unstandardized, leaving advisor records incomplete. It creates client, household, and profile notes so coordinators can begin review same day.

Create client and household records from profile form

Overview

Intake inconsistency leaves advisors without the context they need and slows account openings. This flow converts each submission into a household and client record with a profile note, so onboarding coordinators and advisors can act and begin compliance review the same day.

Create client and household records from profile form