Vault Enhancements: Upload Folders & Alliance Partner Updates

With the latest Vault enhancements, we’ve made it even easier to upload and manage the files that are most important to you and your clients, while making the Vault more intuitive and easier to use. Now you can: Easily drag and drop file folders and all their contents into the Vault Offer Alliance Partners access to the latest Vault…

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New Advanced Analytics Charts: Marketing Views by Link Type and Top Marketing Pieces

58% of financial professionals said their biggest marketing challenge is creating or sourcing content that is relevant to their clients, according to a survey we conducted earlier this year. To solve for this problem, advisors need a solution that assesses the performance of marketing content, how different marketing channels (i.e. Facebook, LinkedIn, etc.) stack up…

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