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Relationship Profile Score
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How complete are your Relationship Records? Do you have enough information about each of your clients? Using the Relationship Profile Score, you can determine the data points most important for your team, and come up with a score showing the completeness of your records!

Since every firm has different ideas on what creates a complete Relationship record, you can configure the fields that are included in your profile score, and the corresponding weight for those fields.

Configuring Relationship Profile Score

  1. Change your current area from Engage > Engage Settings 
  2. Click Relationship Profile Score
  3. Click +New
  4. Name your Relationship Profile Score
  5. Choose the fields that should be included by toggling the fields to Yes
  6. Add a weight to each field you've chosen to add to your Relationship Profile Score


Available fields for the Relationship Profile Score

  General Details   Relationship Team
  Primary Contact   Relationship Manager
  Secondary Contact   Wealth Manager
  Primary Address   Investment Manager
  Start Date   Operations
  InTouch Service Level     Associate
  Relationship Health  
  Referred By  


Notes about Relationship Profile Score:

  • You can only have one Relationship Profile Score. If you create more than one, Engage will only calculate the RPS based on the first.
  • Total Score is a sum of the underlying weights, and can add up to a total of 1000 at most. Generally, clients calculate up to 100, to show a score of 100% complete.
  • When a user modifies any data points that are available for scoring, a Power Automate Flow will be triggered to perform the Profile Score calculation.
  • If you remove a field from the Relationship form, you will need to adjust your Relationship Profile Score. Removing the field will not automatically update the Relationship Profile Score.
  • If you add a field to the General Details or Relationship Team sections, it will not automatically include the field into the Relationship Profile Score. Please contact the service team to discuss adding fields to the Relationship Profile Score. 
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Salentica can be customized by your System Administrator, so your views & access may differ from this documentation. Please contact your System Administrator with specific questions.

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