The partner/Advisor user
All clients are assigned to a partner user. The partner user is housed in an office under a region. For wealth management purposes this is often an advisor or fiduciary. Regarding brokers/AM we advise one partner user per region and office.
A single partner user allows for the creation of 300 clients.
The standard user
A standard user can be used to work in one of the many platform roles. Most commonly they are part of the client services team or have a support role. Standard users are there to help manage clients and users.
A single standard license allows for the creation of 200 additional clients.
The end-user
An end user is a client user that can access the platform. Sometimes you want to give a user access to view their reports or handle a self-service request (think compliance). In this case on the client’s detail page, you can send them an invite to join the platform.
A single end-user (user attached to a client) is charged on an MAU (monthly active users) basis.