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I am reaching out to let you know about an exciting update and transition coming the weekend of December 13th to the Wealth Management System Dashboard. Starting December 15th, the site will feature a more modern look and feel, providing a more comprehensive and interactive wealth management experience.
Along with this upgrade, clients will now have access to a mobile site that allows them to monitor their finances on-the-go, an Education Center with a library of financial resources, interactive Financial Workshops, screen sharing capabilities, and many more resources.
I have attached two pieces displaying the new look and functionality, as well as a suggested checklist for documents to store in the system vault.
View New Client Site Intro & View Suggested Vault Check List
I would be more than happy to set up a call with you to catch up, and walk you through these new additions to the Wealth Management System Dashboard capabilities.
Warmest regards,
Rob
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