Once a client has signed up through your referral link and granted consent to share their information with you, their business will appear in your Brillian account.
What you can see
For each client who has shared their information with you, you can:
View the business's financial information and documents provided during onboarding
Download reports that have been generated, including the full valuation report, the Valuation Presentation, and the Edge Report
See a list of all businesses connected to your account
Accessing your client list
Log into your Brillian account at app.brillian.co. The Clients tab on the lefthand side shows all businesses that have opted to share their information with you. Select any business to view its details and reports.
Adding your team to a client's account
It is common for advisors to request to add members of their client support team (such as executive assistants or branch office administrators) to a client's account in Brillian. You can request this from your client directly, and they can add them at any time in the Settings tab on their business dashboard. Alternatively, the Brillian team can help you with this, although we will need permission from your client before we add anyone to their account.
What you cannot see
You can only see information for clients who have explicitly consented to share their data with you. If a client revokes consent, you will no longer have access to their information.
Questions about a specific client's data?
If you have questions about a client's valuation or reports, reach out to the Brillian team rather than attempting to interpret the data independently. Brillian's expert team is available to support both you and your client. Simply contact [email protected].