Advisor and Client Email Alerts
May 26, 2022 @ 10:00 AM PST / 1:00 PM EST
Learn how to set up and take advantage of our email alerts for both clients and advisors.
June 28, 2022 @ 10:00 AM PST / 1:00 PM EST
Learn about best practices and helpful hints for setting up and troubleshooting client fee billing.
- Set up and assign custom fee schedules.
- Download custodian management fee files.
- Publish fee invoices to clients.