Our product strategy focuses on continuously investing in the Client Portal to benefit advisors and their clients. We’re enhancing capabilities, building new features, and removing outdated technology to deliver modern, efficient tools that improve client engagement and help grow your business.
What’s Changing
GoalsSunsetting |The Client Portal Goals tab will be disabled and replaced with our award-winning My Plan, representing clients’ goals and more. This enhancement is designed to align with the way advisors are modernizing the delivery of financial plans and the way in which clients engage with them.
Pro tip: Don’t want to wait to enhance your client experience? My Plan is available for you to turn on for your clients today. Craft and seamlessly share personalized plans directly to the Client Portal to increase collaboration and engagement with your clients. Learn more here.
Explore Mode and Workshops Sunsetting | On July 15, we will be sunsetting both Explore Mode and Workshops. In their current form, they have seen limited engagement from users. Data suggests that users are seeking different ways to interact with their finances, and we’re committed to providing solutions that better meet those expectations. An enhanced offering will be available for those who purchased the Premium Client Portal soon.
The handful of clients who have Explore Mode and Workshops enabled will be notified via an in-app banner message in the coming weeks, providing them with a heads-up before their experience changes. See screenshot below for reference.
We look forward to continuing to be your partners in achieving strong client engagement. We believe in the value of the client experience and are committed to the continuous improvement of your Client Portal, including the June release of Presentation View*.
If you’re interested in enhancing your client’s experience, learn more about the Premium Client Portal here.
*Please note, feature availability and launch dates may differ based on custom configurations.
