Suggestions

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Alerts to advisor's pro account email from Projection Lab based on client activity in connected account

There are no scheduled alerts sent now to the advisor when a client signs in to PL using the advisor’s invite link. Having pre-programmed alerts sent to the advisor’s pro account email on 1. Client opening the account, 2. Client completing their data submission, 3. Client creating or changing their plans, and other milestones, would inform the advisor that there have been changes that they need to look into. This would make the advisor-client planning process faster without requiring the advisor to follow up multiple times with the client in the absence of such alerts.

1 vote

Tagged as Suggestion

Suggested 20 April 2023 by user Venkat Subramanian