Client and Advisor Email Alerts
Tues, January 28, 2025 @ 10am PT / 1pm ET
Learn about best practices in setting up email alerts for both clients and advisors.
- Set up weekly, monthly, or quarterly email alerts for clients
- Add a disclosure to client email alerts
- Set up daily advisor email alerts
Target Portfolios using Security Models
Tues, February 25, 2025 @ 10am PT / 1pm ET
Learn about best practices for setting up target portfolios using security models.
- Set up a security model using ETFs, mutual funds, and other securities
- Assign a security model as the target portfolio for a client
- View a current vs target report using a security model
- Add a slider to personalize the security model per client