Your Portal is Getting an Upgrade!
You can expect to see a few changes to your client portal later this month, including:
- An intuitive user interface and modern, easy-to-navigate design.
- Enhanced functionality and features that deliver a personalized and engaging experience.
You won't have to change anything you do normally - no new login or website - you'll just see a new interface and better functionality.
Plus throughout the next few months, you'll see:
- Visually prioritize your most important financial goals, create interactive "what-if" scenarios, and personalize with your own pictures using Goal Planning.
- Stay on top of your financial to-do list with client tasking.
We're looking forward to starting spring with an even more collaborative experience for you.