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.

Welcome Template FI Analytics

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

Personalize each message with available mail merge variables:

  • Client User
  • Client Name
  • Password Rest Link

Keep your firm in compliance. Add all your firms necessary disclosure information to each email and automatically copy each email correspondent for archiving.

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