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Filter by Adviser on Clients & Plans

Need a filter option to show clients/plans by assigned adviser. I imagine this'd be quite useful when paired with tag filters.

As a use-case example: We tag clients with the month of their review to get an at-a-glance overview of reviews happening on any given month, so we'd filter by 'Stu Boyle' as adviser and 'May' as tag to see all of my clients with a review in May.

Status: Accepting Feedback2 comments

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Comments2

  • Zoe Bennett

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    May 20

    Just to confirm, this is available at a Client level now 🥳 I’ll keep this feedback post for the Plans one.

  • Graeme Brown

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    Sep 9, 2025

    yes would be very good