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What’s Improved

 

Advisor Dashboard | Enhanced Client Profile

  • 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.
  • Click here to read more about CircleBlack’s Advisor Dashboard.