![]() To customize balance sheet categories: Advisor Dashboard -> Setup -> Client Portal Configuration -> Balance Sheet Categories ![]() Advisors can now customize balance sheet categories and dashboard widget naming to align with your firm’s terminology. We understand that every firm is different, including the way you communicate with your clients. Help out your advisors as well by adding Quick Links to the Wealth Access Advisor Portal to make for easy access to other advisor tools such as your CRM or trading platform. Or: Firm -> Setup -> Configuration -> Links on Dashboard To add Quick Links: Advisor Dashboard -> Setup -> Client Portal Configuration -> Quick Links -> Add New Have your clients follow you by highlighting your company social media links as well. See it yourself: Advisor Dashboard -> Document Vault -> (select a Client) -> See activityĭo you have a website, blog, or other portals that you frequently direct your clients to? Advisors can now add Quick Links to the side bar of the Wealth Access client portal for a more customized client experience. You are able to view real-time information on when a document was uploaded, when it was last opened, and how many total times it has been opened. Access to this information can help you to better manage your client relationships and provide an audit trail for compliance purposes. These feeds help to provide a more secure and reliable way to collect client data in bulk for those accounts that you manage or have discretion over as an advisor. Direct data feeds from the following institutions and technology providers are now available:Īdvisors now have greater visibility into their client’s activity within the Wealth Access Document Vault. ![]() Please note that the updates below are now LIVE in Wealth Access.Įstablishing new direct data feeds is a top priority for Wealth Access. We’ll also provide you with a sneak peek of a few enhancements that are in development. ![]() In today’s post, we’re recapping some of the most recent enhancements we’ve made to Wealth Access. ![]()
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