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Featured Resources Overview
Featured Resources allow firms to showcase up to four key resources directly on their clients’ app homepage. Featured Resources are set through the Advisor Template, allowing advisors to assign key resources to appear on the app homepage for each client. These resources are fully customizable and can include important documents, videos, links, or tools that clients need to access frequently.
Use Cases for Featured Resources
Onboarding Documents
Display important onboarding forms or guides for new clients to reference as they get started.
Financial Reports
Share quarterly updates, portfolio reports, or market insights that clients can quickly view without navigating away from the homepage.
Tools & Calculators
Highlight interactive tools such as retirement calculators or investment estimators for easy access when clients are making financial decisions.
Event Announcements
Showcase upcoming webinars, seminars, or meetings, allowing clients to RSVP or get more details with a simple tap.
Set Featured Resources
If you need to add a new resource to set as a Featured Resource, first create the resource in the Resources module.
Once the resource is created, you can then link it to the Advisor Template to ensure it appears on the app homepage for clients.
Navigate to Templates in the Navigation Menu.
Select Your Desired Advisor Template.
Click Featured Resources in the Top Menu.
Click Add Featured Resources button.
Use the search function to find your desired Resource, or locate it in the list.
In the Mark Featured Resource column, click the Link button to add the Resource to your Featured Resources.
Click Close.
💡 Tip: Ensure the Featured Resource image clearly represents the resource so clients immediately understand its purpose. Use visuals that are simple, relevant, and easy to recognize, helping clients quickly identify what they need.
Client In-App View of Featured Resources
Featured Resources are easily accessible for clients on their app homepage, where they can view up to four key resources at a glance.
These resources are displayed prominently, allowing clients to quickly tap and engage with the content, whether it’s a document, tool, or important update. The layout ensures that the most relevant materials are always within reach, making it simple for clients to stay informed and take action.