Introduction. Getting Started

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2 Introduction The object of this manual is to provide you with the necessary navigational support in order for you to invite your clients to the portal and communicate with them directly from the client record within 360 Lifecycle. This manual will show you how to invite your clients to the portal and the information that will and can be carried across to their portal account allowing them to view their financial portfolio. Once your client has registered to the portal, this guide will show you how you can communicate with your client quickly and securely through sending portfolio updates, messages and sharing documentation, as well as automated status updates during the progression of their application(s). Getting Started Please note that to access the MyFinancecentre tab/screen within 360 Lifecycle you will require the MFC role which can be added against your staff member record. An address will also be required and added to your staff member record if there isn t one already. The following process assumes you have an internet connection and are working in connected mode. OR *This manual is based around logging into and using 360 Lifecycle Office * Enter your Username and Password and click Login

3 Inviting Your Client to the Portal Once 360 Lifecycle has opened, search for your client using the Case Search button Once you are within your case record, click onto the Case ID to produce the Top Level tabs which is where you will find the MyFinancecentre tab as shown below. Before sending the portal invite you must ensure your clients address is present and it is strongly recommended you check the information on the case record is correct, including the items showing in the Portfolio Manager section. When inviting a client to the portal please note that any data showing within the Portfolio Manager section of the case record will automatically be taken through to the portal for the client to then be able to view or amend. This information will also impact the portal Balance Sheet & Net Worth. For further information on how to amend or add items in the Portfolio Manager section of a case record please refer to the 360 Advisor manual or contact the 360 Support Team.

4 Once you are happy with the information showing in Portfolio Manager you can now Invite Client(s) to the portal by clicking back into the MyFinancecenter tab. You will then be asked: If you choose No the invitation will go straight to the client. If you choose Yes you will then be shown a list of ALL documents currently saved on the case record from which you can then choose which documents you wish to send across to the portal by ticking the relevant document(s) and clicking 'Ok' Click Ok

5 Once a client has been invited, an will be sent to them containing a link to the portal along with an introductory video for them to view which gives them an insight into what the portal can offer them. If a mobile number has also been stored on the 360 case record, a text message will also be automatically sent to the client. Please see below an invitation example: Hello Joe, Tara Bird has invited you to join Lifetime Portal! Lifetime Portal is a free website that allows you to create a simple view of your financial situation using data that Tara Bird has on file about yourself. There's no need to register, simply click the link below and you'll be able to view, add and amend this information to provide an accurate and aggregated picture of your financial portfolio and status. Joe Bloggs's invitation to Lifetime Portal Check out this introductory video for a quick overview of Lifetime Portal and some of the other features you'll be able to access. If you have any specific questions about Lifetime Portal or this invitation - please contact Tara Bird by replying to this . Please note that this invitation will expire within 7 days. Kind regards The Lifetime Portal team Unsubscribe from these notifications *Please note that as stated above, the invitation will expire within 7 days. If this has happened, you can go back to the MyFinancecentre tab within the 360 case record and reinvite your client at any point until your client has accepted their invitation*

6 You can check if a client has registered to the portal by checking the audit log shown at the bottom of the page within the MyFinancecentre tab: Once your client has registered you are now able to interact with your client directly from your clients 360 record. Update Your Client By choosing Update Clients as shown above, this will automatically send any changes that have been made within Portfolio Manager to the client portal. Again, you will be asked whether you wish to include documents in your update. Your client will receive an and/or text message advising them that they have received an update from you within their client portal and can log in accordingly to view and accept any updates.

7 Sending Messages By clicking Send Message as shown above, this works similar to sending a normal but will go directly into the client portal. Again, your client will receive an and/or text notification to advise them they have received a message and can log into the portal to view it.

8 Sending Documents As well as the ability to send documents when sending the initial portal invitation to your client or sending an update, you can also send documents at any time directly from a 360 case record. This can be done by clicking into the document repository within a case record, right clicking on the required document you wish to send to your client and choosing the Send to MyFinancecentre This will then send the document directly to the client portal. Your client will receive and and/or text message to advise them that they have received an update within the portal when they can then log in and view the document accordingly. Right click on the document you wish to send to the portal and choose Send to MyFinancecentre Automatic Status Updates Your client will receive automatic status updates when a Status is changed on a policy screen within their client record on 360. I.e. when a status is changed from App Submitted to Valuation Instructed this will trigger an automated message from 360 Lifecycle to the client portal to keep them up to date with the progress of their current application(s) Please note that all automated status updates are sent at 8am daily therefore any statuses that have been changed the previous day will be sent to your client but only the latest status change will be sent. This prevents your clients receiving multiple notifications if the status has been changed more than once in one day.

9 Processing Updates from the Portal When your client has made any relevant changes within their portal and chose to Update Adviser you will receive a notification within 360 Lifecycle as shown below: This notification can be seen within 360 Lifecycle Office and Advisor. An adviser can have a default administrator set within 360 in order that a notification can be picked up and dealt with by either the Administrator or the Adviser ensuring a quick response to your client if necessary. Once you have clicked onto the notification, this will take you directly into the client record and into the MyFinancecentre screen to view the updates received.

10 You can expand each update received to view exactly what changes your client has made: You can now choose to Accept or Reject the updates. To accept updates tick the boxes of the updates you wish to accept as shown below. For any updates you don t wish to accept i.e. reject, you can leave the box unticked. And then click the Process button at the bottom right hand side of the screen. This will ensure that the updates are driven to the correct areas of the case record. For example, any documents received from your client will automatically drop into the document repository store and any changes to a client s personal profile will automatically update the Client Details screen. If there are any updates you wish to reject i.e. not accept then all you would need to do is leave the Accept box unticked. Once you have processed the updates any rejected ones will be removed from the list.

11 Client Portal Audit Log You can access the audit log at any time to view anything that has been sent to your client via the 360 case record as well as any documents your client has shared with you from the portal along with any changes to their portfolio or personal details. The Advanced option (as shown above) if clicked on will take you to a list of your clients portfolio items held. From here you can choose which items updates are generated for i.e. Prevent Send will prevent any further updates being sent from a client record for a particular portfolio item. Break Link will prevent any further updates being received from a client via the portal into a client record within 360 Lifecycle.