The 6clicks Partner solution has a unique architecture that enables streamlined service delivery for advisors and rapid time-to-value for their clients
The 6clicks architecture consists of two key entities:
- Partner Team (parent): the team your advisors / consultants belong to
- Client Teams (children): the team your clients belong to
The Partner team is the 'parent', while the client teams are the 'children'. A partner team can have one or more client teams as 'children'.
The 6clicks partner - client (parent - child) architecture allows partner advisors to log in to client accounts support and manage their risk and compliance activities. client teams are isolated instances that are either run by your clients, or by your advisory team as part of a managed service.
The other benefits of our partner - client architecture are:
- Define the content for their exclusive Content Library which only your clients have access to. Partners can upload and monetise their own content, or select from the 6clicks open Content Library
- Streamline the onboarding process of clients using our client templates, e.g. create templates for specific types of engagements, while also ensuring repeatability and scale
- Use 6clicks as a business development too by running risk reviews and sending assessments
- Partners receive a referral income based on client usage
There are a number of related risk and compliance activities that can help automate and scale partner engagements with clients. These processes are run through the client's team instance and vary depending on the 6clicks license the client has.