Your first week on Tallify
A day-by-day plan for an adviser's first week on Tallify: invitations, your setup, the client book import, the first onboarding, the first Record of Advice.
Every plan starts with a 7-day free trial, with no setup fee, and is priced per adviser a month (see Pricing). This is a suggested order for that first week.
Day one: sign-ins and your setup
Tallify makes the practice's installation and invites each adviser and each member of the office staff. Each person accepts the invitation and chooses a password (see Signing in). Each adviser then works through Settings, Your setup: their signature, their own email and their providers and recommendation rules. See Settings and your setup.
Day two: the book
Import your client book in Your client book: an atWORK client export or any CSV, matched column by column. Upload your clients' Astute CCP reports in Astute CCPs to file their existing contracts. On the Practice plan Tallify imports the book and sets up the rules with you on a compliance call. Consent to receive communications stays off for every client until the practice records it. Check that the Funds view shows a price for each fund on the panel.
Day three: the first client
Choose one real new client. Use Send fact-find pack on the Prospects tab to send them their onboarding link. When they have signed the disclosure letter and completed the guided fact find, the fact find appears on the Intake tab linked to their record. Work through the review form and commit the client. Code builds their position document on the Advice tab.
Day four: the advice
On the client's Advice tab, complete the worksheet with the client: what they want, the product and the quoted premium for each risk need. Build the needs analysis, then draft the Record of Advice. Sign it, send it to the client to sign, and use Approve & file. The registers now hold version 1 for that client. See The Advice tab.
By the end of the week
The first Monday briefing has run. Read it in Activity, decide what to act on, and turn consent on for clients who have agreed to receive updates. From then on fund movements are checked every day and cover every Monday.