Effortlessly Welcome New Clients Aboard

Incorporate your company logo and branding scheme using our full html text editor.

Create and customize your very own branded email template using our full HTML editor. 

Welcome Template FI Analytics

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Personalize each message with available mail merge variables:

Client Reference Variables

  • User Login

  • Client Name

  • Custom Note Field

  • Password Rest Link

Your clients time is valuable so it’s critical the FI Analytics platform on-boarding process is easy and effortless. Client will use this email to set their own password and know how to access your firms performance reporting site in the future. As an advisor you understand that regular communication is key to long-term client retention. All email features we create are designed to increase client involvement and your brands value.

Stay Compliant 

FI Mail Manager yellow tie

Comply with books and records requirements. Have a copy of every email sent to your inbox or a specific compliance account.

FI Compliance Email