How to Update a Client Profile?

1. From the left navigation menu, click on the Clients option.
2. Click on the client whose profile you want to update.
3. Click on Edit to open the client’s profile.
4. Navigate to the relevant section of the Client profile (e.g., Basic Details, Support Needs, Fund Details) and modify the required information as needed.
5. Review the changes to ensure all information is accurate.
6. Click on Save or Submit to apply the updates.

    

The client’s profile is successfully updated, and the latest information is reflected throughout the RotaWiz system.