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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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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Advisor Branded Marketing is Coming Soon

Modern investors are faced with an abundance of choice—from digital advice platforms to online trading options to traditional advisors. The only way for an advisor to cut through the noise is a unique value proposition, a cutting-edge Client Portal, and a digital marketing presence that demonstrates their expertise. On September 19, we’re launching the next generation…

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Activate Client Engagement: Client Website Goals & Homepage Redesign Coming Soon

Last year, we refreshed the Client Website to connect clients’ financial decisions with the people and things that matter most to them. Why? Because we know that clients who are more connected to their financial goals are more likely to actively engage with their finances and their advisor. This August, we’re building upon that experience…

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