Sharing a Health & Value Assessment #
You can share a completed or in-progress Health & Value Assessment with other team members within your firm directly from your dashboard.
Step 1: Open the Assessment #
- Go to the Health & Value Assessment section using the left-hand navigation bar.
- Locate the assessment you wish to share.
- Click the three dots on the right-hand side of the assessment.
- Select Share.
Step 2: Choose Who to Share With #
- In the share window, select any team member within your firm.
- You can also edit the assessment and share it from within the edit screen if preferred.
- Once shared, the assessment will automatically appear on that person’s Health & Value Dashboard as well.
Step 3: Share Automatically Upon Sending #
When you send out a new Health & Value Assessment, you can indicate who should have access once it’s completed:
- In the “Share With” field, enter the names of any team members you’d like to receive access.
- These individuals must already be active users within your firm in order to receive the report.
✅ Tip:
Sharing assessments ensures team alignment, visibility, and collaboration across advisors and firm admins — but remember, only users within your firm can currently access shared reports.