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You can now increase client engagement with our wide range of automated branded emails that will keep your clients up to date on their finances while generating leads for your business.

  1. In your partner portal, navigate to Configure followed by Communications.
  2. You will then see the Client communications settings page where you can select the branded emails you would like your clients to receive. 
  3. Click on the Report link on the Sample column of the item to view a sample of how each email would look like. 
  4. Set how often you would like these emails to be sent.
  5. Click Save to confirm. 

Your communications will now be delivered according to these preferences.