Setting Up Client Portal Notifications
Notifications appear on the right-hand sidebar of the Client Portal while on the Overview tab.
Primary notifications on the Client Portal are automatically provided and controlled by the Platform. You may also add and push Secondary notifications for additional information you wish to convey to your clients.
To add a Secondary Notification to the Client Portal:
- Navigate to Run Business > Firm Profile > OWM.
- Under the Notifications section, click .
- Select an Icon to go along with the notification.
- Enter the Fill Title and Fill Body of the notification. This is the title and text that the client will see on the Client Portal.
- Click .
Note: If you edit an existing notification, clients that have previously dismissed the notification will not see the changes made. Delete and add a new notification to push new information to all clients.
Client Portal (OWM) Settings
OWM stands for Online Wealth Management, another term for your Client Portal. Many of these settings will be established by your Onboarding Engineer in onboarding, but you can always come to this section to make edits and changes to the existing ...
Setting Up Client Portal FAQs
Client Portal FAQs allow you to post answers to frequent questions clients may have while using the Client Portal. Each FAQ question is assigned a Category for it to appear within on the FAQ Page or Contact Us page. See Client Portal (OWM) Settings ...
Customizing Client Portal Messaging (Template Texts)
Template Texts allow the firm to customize nearly all messaging throughout the Client Portal. This creates a Client Portal specific to your firm; one that reflects your processes, tips, and other information you’d like to share. Template Texts is ...
Notifications, also known as Alerts, are accessed either by navigating to Manage Clients > Notifications or by clicking the notification alert in the upper-right of the platform . Notifications come in the form of Cash, Account, Trade, or Service ...
Monitoring Client Portal Activity (Digital Advice)
The Grow Practice > Digital Advice tab is where admins and advisors can monitor the status of the account opening process for end-client users. It is also possible to view the Client Portal from the end-client’s perspective to assist in any way ...