Personalize each message with available mail merge variables:
Client Reference Variables
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.
Comply with books and records requirements. Have a copy of every email sent to your inbox or a specific compliance account.
See it in Action!
Get instant access to the FI Analytics demo site by using the following link.