[Account Owner] A Guide to Advisor Segmentation

Advisor Segmentation allows Enterprise firms to customize Engagement workflows based on the specific needs of different Advisor groups in Offices. This feature interacts with eSignature, Deliverables, and Engagements allowing Firms to streamline a specific Engagement workflow for an efficient and personalized experience for Advisors and their clients.

A few benefits of using Advisor Segmentation:

• Allows Enterprise Firms to create specific workflows for Advisor groups in Offices leading to greater productivity for a seamless approach on the platform.
• Allows Advisors in these groups in Offices to only see what's necessary to their needs in their assigned workflow, making a simpler user experience, while increasing Advisor retention, and performance.
• Provides a simplified workflow for Advisors to learn AdvicePay and their workflow enabling them to grow their clientele and enhancing client experiences.

Getting Started

To help you have the best experience with Advisor Segmentation, we've outlined the general process to get you started quickly.

Step 1: Adding Offices

To create a Segmented workflow for Advisors, it all begins with Offices. Navigate to the left sidebar under Accounts > Offices > Add Office.

Add as many Offices as you'd like to, but note that Advisors don't need to be added just yet. Once you are ready, create or re-assign Advisors into the correct Office that you'd like to have a Segmented workflow. If you need a bit more information on Offices, here is a helpful article on Setting up and Managing Offices.

Step 2: Deliverables (if applicable)

At this step, if you're planning to use Deliverables, it's time to create the necessary Deliverable templates. Take a look at this detailed article on Deliverables to get started.

Step 3: eSignature (if applicable)

To restrict the ability to send documents to certain Offices, select the bubble "Some," and add them to the list. Only the selected Offices will have eSignature available to them to send documents within their AdvicePay account. Other users not in selected Offices can still see any eSignatures if they are requested of them, or existing documents in their Document Vault, but they won't be able to send documents.

• "All" allows all firm users to see and use the eSignature feature.
• "Some" allows select Offices only to see and use the eSignature feature. You must choose the names of the Offices you'd like to receive eSignature permissions in the box (as shown in the example above).
• "None" prevents all users from using eSignature.

Step 4: Engagement Workflows

To get started, navigate to Firm Settings > Engagement tab choose which offices will have access to engagements.

Then, choose Add New Engagement Workflow to create specific Segmented Engagement workflow(s). If you'd like to learn more about what Engagement workflow might work best for your firm, check out this article on Setting up Firm Wide Engagements.

Next, ensure the Segmented Offices that you'd like to experience this specific Engagement workflow are added. Depending on the workflow needed for each Office, you may have some Offices that have eSignature permissions, but are not assigned to a specific workflow. But, if the Offices selected to receive eSignature permissions also need to be part of a specific Engagement workflow, ensure they are also selected during the Engagement workflow creation (image shown below).

• "All" allows all Offices to experience all Engagements available
• "Some" allows Offices to be selected (as shown in the example above)
• "None" no Offices will have access to Engagements

Step 5: Add Advisors to Offices

Now that the eSignature, Deliverables, and Engagement workflows are set up just the way you'd like, the last step is to add Advisors and their Admin/Analysts to the designated Offices.

1. Add Advisors by heading to the left sidebar and clicking Accounts > Offices.
2. Click on the Office name link (if this is a default office), then under "Quick Actions," click on Add New Advisor or Add Existing Advisor (if they are already in AdvicePay).

Alternatively, if the Office is not the default Office when on the Offices page, you can use the dropdown arrow on the right for each Office and select the same options as above.

• Each Advisor can add their own Admin (if permission is provided under Firm Settings > Advisor > Allow Advisors to add their own admins).
• Once Advisors are added to an Office, you will see them under the Advisors column in Offices. Note: Admin/Analysts added to Advisors will remain connected to them.
• If this setting is "off," the Home Office can still add an Admin for the Advisor in the left sidebar under Accounts > Admin > Add Admin, and assign them to the Advisor.