Anonymized Mode
Anonymized mode allows you to show representative client accounts without exposing any personally identifiable information, such as account numbers, client names, practice members, etc.
See the bottom of this page for step-by-step instructions on how to enable this feature.
FAQs
Q: If I make changes in Anonymized mode, will these changes go away when I turn Anonymized mode off?
A: No! Please be aware that Anonymized mode will only anonymize personal information displayed on a page. Any actions taken in Anonymized mode will be applied to the actual underlying account (e.g. creating a trade activity).
Q: What are some common use cases for Anonymized mode?
A:
Prospective clients. Introduce Symplany One to clients who you believe will benefit from the software by walking through a Symplany One client who is in a similar situation to them.
Existing clients. As you conduct your meeting with an existing Symplany One client, demonstrate another client within your practice who is on a similar path to them, but perhaps a few years down the road.
Q: I'm also a Symplany Pro user. Can I turn on Anonymized mode for my portfolios in Symplany Pro?
A: No. Anonymized mode is only available for Symplany One / FLD at the moment. We plan to introduce Anonymized mode to Symplany Pro at a later date.
Q: How do I turn Anonymized mode "on" or "off"?
A: See below for instructions for enabling or disabling this feature.
Step-by-step instructions for toggling Anonymized mode:
