There are two different types of Advisors in Maxwell Health and Tempo: Master Advisors and Standard Advisors. Learn the differences between the two below.


Master Advisors:

  • Have the ability to add other Advisors (both Master and Standard)
  • Have access to all employer groups your firm is beginning to implement in Tempo or has in Maxwell
  • Can manage email templates at the Advisor level
  • Can manage reports at the Advisor level

Standard Advisors:

  • Can only access employers that a Master Advisor has granted them access to in both Tempo and Maxwell
  • Can only manage email templates at an employer level
  • Can only manage reports at an employer level