Short answer: The onboarding portal is made up of nine sections that together capture the full shape of your firm, and each one has its own path to being marked complete.
What are the sections?
Your dashboard lists all nine sections, along with their status and completion percentage. Every member of your organisation can see this full list, even sections they cannot open.
The nine sections are:
Financials (owner only)
Vision & Leadership (owner only)
Note: Financials and Vision & Leadership can never be handed to a teammate. If you're a teammate, these two always show as locked on your dashboard, with a "Never shared" or "Only you" label.
In what order?
The dashboard lists sections in a set order, with Financials and Vision & Leadership pinned to reflect that they belong to the owner. Some sections build on information from others:
Client Journey draws on details entered in Your Team, Systems & Tech, and Your Products and Services.
Team Rhythm draws on details entered in Your Team.
Optics & Finance draws on the advisers identified in Your Team.
There's no requirement to complete sections strictly in order, but filling in Your Team, Systems & Tech, and Your Products and Services earlier makes the later sections faster, since you'll be choosing from lists you've already set up rather than starting from scratch.
What does complete mean per section?
Everything you enter saves automatically as you go, so there's no separate save step to worry about. What counts as "complete" depends on the type of section:
Answer-only sections (Financials, Team Development, Vision & Leadership, Optics & Finance) reach 100% once every field in the section has been filled in.
Collection sections (Your Products and Services, Systems & Tech, Client Journey, Team Rhythm, Your Team) work differently. These involve building out a list of items, such as services, systems, or team members, and the completion percentage caps at 90% no matter how much you add. To move a collection section to 100%, you need to explicitly mark it done once you're satisfied it reflects your firm accurately.
Tip: If a collection section is stuck below 100%, check whether it's simply waiting for you to mark it done, rather than needing more items added.