The New Client Site Organizer is Here!

What makes up a person’s wealth?

We think it’s pretty simple: people and things. That’s why we’ve redesigned the client website Organizer to connect your clients’ financial decisions with the people and things that matter most to them. Now they can add images of their family, their home, and other assets or goals, directly to the new Organizer so they can stay focused on their long-term objectives.

We’ve created a new flow for adding accounts so it’s easier and more intuitive for your clients to add their information. Your client’s website will also include a refreshed and updated look and feel, as well as the ability to add Document Suggestions to ensure they protect their most important records and files. Your clients also have the ability to associate liabilities to their Real Estate, Businesses, and Personal Property.

Let your clients know that a more personal PFM experience is available now! Click here for a sample message you can email to your clients, or download our informational PDF. You can also let your clients and prospects know that your PFM experience is only getting better by sharing any of our suggested social media posts.

Ready to take a tour for yourself? Watch our overview webinar recording or sign up for our live webinar on Monday, May 9th at 11:00 am ET to learn the new features and flow of the updated client Organizer.

See what else you can expect from the client website in the coming months:

Keep an eye out for these features still to come in the New Client Experience:

• Streamline the client site rollout process by allowing your clients to set up their own website with self-registration.
• Cut down on data entry time with a new onboarding module that allows your clients to quickly and seamlessly complete the fact finder.
• Create a more exciting and personal way for your clients to track their goals with a new goal tracking.
• Push tasks to your clients’ websites to create a more collaborative and interactive experience.