Congratulations on building your business! While exciting, we understand it can come with some additional work. There are a few scenarios, but generally, when you add a new Advisor Team to your firm, to get them active on Elements, there are two main activities that need to be accomplished, with additional activities that are optional.
- Have an Admin check to see if you need additional licenses. If yes, then request the additional licenses through our service team. If not, then Set up the New Users.
- Request Additional Licenses - For each user who should have access to Elements, you need to contact our service team to requests new licenses. There is an approximate 48 hour turn-around time on these requests, so please request them early!
- Set up New Users - Follow the steps in this article to create your new users.
- Assign (or create) Security & Roles for the new users - Learn more about Roles here!
Data Load - Relationships
Black Diamond Clients: This is easy! As your new teammates make Relationships in Black Diamond, we will receive those Relationships in Elements, so you don't have to do any record creation. There might be additional data points that you want to load onto the Relationships, but we recommend that you wait to do that until after the majority of the Relationship records have been created through the integration.
Non-Black Diamond Clients: You will need to load your Relationship information into Elements to create the records. Here is an article to get you started with dataloader.io (where you will import your data).
Data Load - Contacts
All Clients: You will need to load your Contact information into Elements to create the records. Since this information is traditionally stored in a CRM (not your Portfolio Management System), we don't receive this information through an integration. When you upload your contact records, you will want to associate them with existing Relationships (see above).
Data Load - Historical Activities
All Clients: To load historical activities to your records, this will require a case to be submitted to "Elements - Implementation". From there, a conversation will be had about the need, expectations, and timeframes.