For Advisors

Use this link to send the client service associate team a request for assistance. You can prioritize and set deadlines within the request. It's simple and easy to get help! Requires 24 hours notice.

Dictate case notes and assign follow up actions after a prospect or client meeting. Select from a variety of common tasks or create your own. 

To be completed when a new client household is coming on board or if a client's preferences need updating.