ClickCease

Welcome back,

John

👋

Invite your Clients to [BaaS]™
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Add New Client
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Download CSV Template
{file name}
{file status}
Go Back
Confirm File Upload
Once confirmed, your clients will receive an email inviting them to the [BaaS]™ platform, tied to your affiliate link.  
{file status}
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Your client list

All clients you have invited will be displayed here

Customer name
Phone number
Email address
Date Added
Edit Client Profile
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{Full name}
{{phone number}}
{email@email.com}
{Jan 11, 2050}

My Advisor Link

This is your unique link that can be shared with your clients individually, to invite them to the [BaaS]™ platform.

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Link Copied
Copy your advisor link to share with your clients and get credit for reports.