Posts tagged Product Release
October 2024 Product Update

This month we’re excited to announce a brand new experience, Relationship Maps - this game-changing  solution doesn’t exist anywhere else in the industry and we’ll dig into just a few of the powerful ways you can use it! We’ve also got a few smaller updates to Beneficiary Maps as you can now view contingent beneficiaries and provide Client Portal access. 

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September 2024 Product Update

This month we have some brand-new advisor marketing content and tools to help you with both prospecting and client retention using Asset-Map, we’ll dive into one of our most popular, but lesser-known features, Stencils and the Stencil Library, and we want to personally invite you to the biggest virtual advisor conference of the year, AdviceTechLIVE!  

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