How to import or manually create a Client Group

We are currently able to sync client details from XPM but HandiSoft integration will be available soon

Import client details from XPM: 

• If you are an existing ChangeGPS subscriber please note that you will need to connect XPM again separately for your Protect subscription. Here's how
• New and existing members with Protect subscriptions can navigate to Protect > Settings and under the Integrations section click "Connect XPM"
• Once connected go to the Manage Client Groups module to start adding a client.

Adding a new client group:

• From the Manage Client Groups module select Create New and enter a client group name. Select Create.

• Use the Add New Entity option to manually add new individuals and entities to client group 
• OR use the XPM Client Group search field to find the client details and their relationships to import

• Once individuals are added be sure to select the Primary Contact toggle for the client to whome the advice report will be addressed