🔎 In This Article

Assign Cards and User Specific Links at the Individual Contact Level

Card Carousel Overview

The Card Carousel is the rotating display of cards within the app that provides clients with quick access to important information, actions, and external links.

It organizes and presents Integrations, Shortcuts, and Custom Cards, allowing firms to personalize the client experience. The carousel adapts based on assigned Card Templates, so contacts see relevant content as they navigate the app.

Card Carousel Set Up

Cards

A Card is an interactive element displayed in the app’s Card Carousel, providing key insights, actions, or links for clients. Cards serve as a streamlined way to surface important information and enable quick interactions.

Card Types

Integration Cards

Pull in personalized data from connected platforms (e.g., Wealthbox, Tamarac, Orion).

‼ Note: Integration Cards are created on the backend with your firm's unique integrations.

Shortcut Cards

Enable quick in-app actions like referring a friend or sending a message.

Custom Cards

Direct users to external resources, such as scheduling links or firm-specific content.

Card Templates

A Card Template is a predefined arrangement of cards that determines which cards appear in a client’s Card Carousel. It allows firms to standardize the client experience by organizing and sequencing cards based on their needs.

Firms can create multiple Card Templates to tailor experiences for different client segments.
Card Templates control which Integration, Shortcut, and Custom Cards are displayed.
Card Templates provide a standardized arrangement of cards, but they can also be customized at the individual Contact level for further personalization

By using Card Templates, firms can streamline content delivery and maintain consistency across their client base.

Card Template Sequence

Card Sequence refers to the order in which cards appear within a Card Carousel. The sequence determines how clients interact with their cards, ensuring that the most relevant information appears first.

Create and Sequence a Card Template

Create a New Card Template

Click Card Templates in the Navigation Menu.
Click Add Card Template.
Click Add Card Template button.
Give it a Title.
Click Start Adding Cards.
Toggle On Cards you want to put in your Card Template.
1. Click New Card if you want to create a new shortcut or custom Card.
Click Save.

Sequence a New Card Template

Click the Actions drop down on any Card Template you created.
Click Set Sequence.
Use the the X icon located under the Card to drag it to a new location.
Create your desired order.
Click Save.

💡 Interactive | Walkthrough Step-by-Step

Create and Sequence a New Card Template

Edit Your Card Templates

Next to any Card Templates you created, click the Actions dropdown to manage or modify them.

‼ Note: You can only View Card Templates that you did not create.

Click Actions dropdown menu.
Click Edit, View, Delete, or Set Sequence.
1. Edit – Update the cards available in the template.
2. Set Sequence – Adjust the order of cards in the Card Carousel.
3. View – Preview the template as it currently appears.
4. Delete – Remove this Card Template from your back office.View a Previously Created Card Template

You can view Card Templates created by other Advisors or Admins, but you cannot edit them or adjust their card sequence.

Card Template Assignment

Assign at the Advisor Template Level

Assign a Card Template as the default for an Advisor Template, creating a seamless experience for all contacts assigned to that template. Contacts automatically receive the Card Template selected in their Advisor Template.

Click Advisor Templates in the Navigation Menu.
Click desired Advisor Template.
Navigate to Summary Page.
Select the Default Card Template for this Template.

💡 Tip: Integration Cards will not show for Clients unless their integration ID has been assigned to their Contact Profile.

Assign Cards and User Specific Links at the Individual Contact Level

Toggle specific Cards on or off within the assigned template.
Assign a different Card Template instead of the default from their Advisor Template.
Input a User-Specific Link for a Card.