What’s Trending is an educational series helping you to learn more about our technology, request one on one training, and chat with our experts. This webinar covers our Investor Portal. . Our investor portal gives you a holistic view of your book of business and can also provide your clients with a comprehensive picture of their financial future. Our technology works in concert with your advice to complete the client experience. To learn more please access our step by step videos below.
Investor Portal - Getting Started 2:50
Investor Portal - How to add a contact and invite clients 1:40