For advisers working with several companies
Keep each client’s work with that client.
One BidClarity account serves one company. On Command, add each client as a separate company for the monthly client-company price shown on Pricing, with records kept apart. Client companies are included in your Enterprise agreement.
Your account
Your advisory firm · CommandYour own profile, bids and records.
Client company
Client AIts own profile, bids and records. Handed back if the client leaves.
Client company
Client BIts own profile, bids and records. Handed back if the client leaves.
Client company
Client CIts own profile, bids and records. Handed back if the client leaves.
How it works
A separate company for every client.
Add the client as its own company rather than mixing its information into yours. Keep that company’s records separate while you support its work.
When the client leaves, its records are handed back to it.
What to confirm first
Which plan is this available on?
Command and Enterprise only.
What does it cost?
The monthly client-company price shown on Pricing for each client company on Command, under the current offer. Client companies are included in your Enterprise agreement. Confirm the full charge before adding the client. Prices are in USD, plus applicable taxes.
Are the records separate?
Yes. Each client is added as its own company, with records kept apart.
What happens if the client leaves?
The client’s records are handed back. Ask us about the process for your arrangement.
Is this the partner program?
No. The partner program is for referrals and the member or client-benefit report option. Adding managed client companies is a separate arrangement. Explore the partner program
Still have a question? Contact us.
Tell us how you work with clients.
We’ll discuss the adviser option and what needs to stay separate for each company.