Overview
Conversationally collects and onboards client profiles per advisor firm requirements, feeding data into the client record or setting the stage for initial planning discussions.
Conversationally collects and onboards client profiles per advisor firm requirements, feeding data into the client record or setting the stage for initial planning discussions.
Changing an applications category can recalculate scores for all products of the “new category” and “old category” if the product becomes the highest number of integrations with key apps and non-key apps. Please proceed with caution in making changes to the application category. The updated calculations take effect after you submit changes of the form.