There are two types of Users that can access the Encore software.
There are two types of users: Firm Admin and Advisor. The first advisor to create an account for your firm will be the Firm Admin User.
An Advisor User and Firm Admin User will have the ability to:
Create new clients and plans.
Select from the available credit cards the Firm Admin has put into the billing profile under the account for payment.
Use Package Plan Credits at checkout that the Firm Admin has purchased to see how many Plan Credits are still available.
Access all Training Materials, Resources, and FAQs
A Firm Admin user will have these additional capabilities:
to add, deactivate, or delete other users under the account
to decide which Users should have Firm Admin privileges and which advisors should not
to see all the clients and plans of all the other Users within the account
to move plans/clients from one User to another User
to set up and manage firm branding (logos and color schemes within the account)
to manage the billing profiles of credit cards available for use and the purchasing of Plan Package Credits for the Firm to use
to access the transaction history of the entire Firm.
When a Firm Admin has created a new advisor through the "My Advisors" tab, that advisor will receive an email and be invited to set their password.