Client Experience | Enhanced 2-way Chat - Phase 2 - TBD

Problem Statement:

Advisors need the ability to communicate with their clients in a compliant manner.

Two-way chat between advisor/client from investor portal & advisor dashboard

Proposed Solution:

1. The ideal two-chat should support the following:

   1. messages

   2. attachments (e.g. reports)

2. The two-chat should feel native to CircleBlack to avoid needing to open a new tab.