LKS Private Wealth — Advisory Portal

LKS Private Wealth

Advisory Portal v23.0

Active Client

Overview ▾

⬡Dashboard ⏰Reminders 📅Scheduler ⚙Automation

Consultancy Modules ▾

∑Financial Calculator ◐Market Research

HR Modules ▾

◇Team Details ◈BD ◉Support Staff ◎Partners ⬢Recruitment Leads ⬡Recruitment Roundrobin ▤KPI Tracker

Client Modules ▾

◎Personal Data ◈Requirements ⬢Cashflow & Net Worth ◇Financial Ratios ◉Risk Appetite ◐CPF Analysis ◑Tax Analysis ◒Insurance Analysis ◓Financial Portfolio ⬡Investment Analysis ◐Loan & Property ◎Retirement Analysis ◈Retirement Plan ◇Education Analysis ◉Large Purchase ◑Estate Planning ◒Will Planning ◓Trust Planning ⬡Action Plan ◎Portfolio Summary

Administration ▾

⚙User Management

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LKS Private Wealth › Dashboard

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1 USD = — SGD

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New Client Profile

Client Full Name *

Base Currency *

Delete Client

Are you sure you want to delete ? All data will be permanently removed.

Reassign Client

Move to a different user. All saved data and modules stay with the client.

New Owner

Mass Reassign Clients

Move every client currently owned by From to To. All saved data stays with each client. This cannot be undone in one click — use individual Reassign for that.

From (current owner)

To (new owner)

Pick a source user to see how many clients will move.

Citizenships

Main/Additional	Citizenship

My Profile

These details will appear on Portfolio Summary reports for all your clients.

Full Name

Email

Mobile

Rep No.

Qualifications

Office Address

Change Password

Current Password

New Password

Confirm New Password

Add User

Full Name *

Username *

Email

Role *

Reports To (Manager/Director)

Mobile

Rep No.

Qualifications

Firm

Admin-only. When set, the office address is fixed to the firm's and users from other firms can't see each other.

Office Address

Consultant Photo — used on the client-facing Market Update report

JPG, PNG or WebP. A square headshot works best.

Password

Import iFast Holdings

Market Update Report