The Junior League

Create Advisor Groups for any purpose, including Provisionals, Placements, etc. Advisor Groups are created by creating a special type of Access Group, plac...

There is a new setting in access groups where you can set it up as an advisor group.  Required Access: You will need Access Group Administrator or Admi...

After the advisor group has been created overnight, you can select a Leader for the group. You can also click Refresh to sync the group immediately under th...

Members and Leaders of an Advisor Group will have access to a GroupShare for each group.  From the GroupShare, Advisors can email their group members, see m...

There are two ways to retire or disable Advisor Groups. The main difference is seeing the Advisor Group in the history of the Member profile. Admins will st...