Skip to content
English
Provide Feedback Sign in
Go to our website
  • There are no suggestions because the search field is empty.

How to Archive Companies in WealthExplorer™️/PMXEdge™️

Before proceeding with this, ensure you have added a note in Hubspot against the company you are archiving, stating why the company is being archived.

1. Navigate to PAM Admin > Select adviser company you'd like to archive > Untick the "Is Active" box. This is ensure once the company is archived, it is not included in any Data extracts for WEx/Edge insight reports.

2. Proceed to navigate to Adviser Company General Settings and load all companies:

 

3. Filter for the adviser company you would like to archive and type "Status" in the search  bar:

 

4. Change the status value to "Inactive" and click OK:

 

5. The User Interface may take some time process that the companies have been archived.