Activate Client Engagement: Client Website Goals & Homepage Redesign Released

Modern investors expect a user-friendly and streamlined personal financial management experience. If they can’t easily track their progress toward their goals and visualize how their goals impact their long-term financial outlook, they disengage. With our redesigned Client Site Homepage and new interactive Goals tab, you can empower clients to reach their most important financial milestones…

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Advisor Branded Marketing is Coming Next Month: Here’s What You Need to Know

By now you’ve probably heard that the next generation of Advisor Branded Marketing – a complete marketing toolkit that arms you with all the resources you need to attract, convert, and retain clients – is coming September 19! Advisor Branded Marketing doesn’t just build on the existing Advisor Branded Media content library, it lets you modernize your marketing…

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New Advanced Analytics Chart: Scenarios – Coming Soon

Earlier this month, we released the Presentations chart – the first in a series of planning-focused charts developed based on your feedback. Next in that series, and being released soon, will be the Scenarios chart. This chart, which provides a view into which clients do or do not have scenarios defined in the system, will help improve…

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