- Advisors can note and maintain greater client information through the addition of new Client Profile Fields, via both drop-down lists and open text fields, including client Job Title, Personal Interests, Anniversary Date, and ID documents (including Driver’s License, Passport, and Green Card numbers), in addition to financial-related fields like Investment Objectives and Time Horizon. This enhancement enables client-focused advisors to better nurture their client relationships and foster deeper connections.
- To reduce clutter in client information change logs, advisors will now be shown changes only going back 14 days.
Recently Released
Advisor Portal | Enhanced Client Profile - H2 '24
Login to the community
No account yet? Create an account
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.