Which statements about customizing the Client Site are true?

Which statements about customizing the Client Site are true?

• A. Only the Organizer sections can be customized
• B. Only the reports can be customized
• C. Both statements are true
• D. Neither statement is true

Answer: (C)

Customizing the Client Site covers two main areas: organizer sections and client-facing reports. You can tailor organizer sections by choosing which blocks appear, adjusting their order, renaming them, and tweaking the content within each section. This lets you present the client’s plan in a focused, relevant layout that aligns with their priorities and your workflow.

You can also customize the reports that clients see. This includes selecting templates, determining which data and sections to include, applying your branding (logo, colors), and adding notes or explanations to help the client understand the information. This ensures the documents look cohesive and communicate the advisor’s guidance clearly.

Because both organizer sections and reports can be customized, the statement that only organizer sections can be customized is not accurate, and the statement that only reports can be customized is not accurate. The option that both statements are true best captures the capabilities.