LKS Private Wealth — Consultancy Portal

LKS Private Wealth

Consultancy Portal

Active Client

Overview ▾

Dashboard Reminders Opportunities Notes Scheduler Automation Resources

Consultancy Modules ▾

Financial Calculator Market Research Consulting Playbook

HR Modules ▾

Team Details Directory Recruitment Leads Recruitment Roundrobin KPI Tracker Leave Management Contract Draft

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

Finance Modules ▾

My Pay Invoicing Accounting Payroll

Website Modules ▾

Web Profile My Testimonials Insights Careers

Administration ▾

User Management

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1 USD = — SGD

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New Client Profile

Client Type *

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

Chinese Full Name (optional)

Preferred Name (how the website addresses you; defaults to first name)

Chinese Preferred Name (used on Chinese site pages)

Email

Mobile

Rep No.

Qualifications

Office Address

Passkeys — biometric sign-in

Sign in with Face ID, Touch ID, Windows Hello, or a security key — no password or email code needed on that device.

If a menu appears, choose “This device” to use your fingerprint or face — your passkey stays on this device.

Change Password

Current Password

New Password

Confirm New Password

Add User

Full Name *

Username *

Chinese Name — on client-facing material

Preferred Name — website greeting, e.g. "Sit down with X"

Chinese Preferred Name — the greeting on Chinese-language site pages

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.

Zoom in, then position the face inside the circle. (Across only moves once you've zoomed in.)

Zoom

Across

Up/Down

Password

Import iFast Holdings

Market Update Report