We've made it easier to manage who your clients can message by letting you configure one-on-one and group messaging directly within the Advisor Template. You can now decide which team members are included in auto-created group messages and tailor those settings by contact, making collaboration seamless from the start.

One-on-One Messaging Configuration

Admins and Advisors can now configure via the Advisor Template which team members should be available for one-on-one messaging upon Contact activation.

Direct Message threads can be configured at the individual contact level and updated based on changes to the team or services.

Group Messaging Configuration

We’ve introduced the ability to automatically create group message threads upon Contact activation within the Advisor Template.

Admins and Advisors can manage a template's group message settings directly from the Advisor Template - Team Module.

Choose which Team members will be included in the automatic group message thread created when a contact becomes active in the template. Admins can also be added to the auto-group message for enhanced collaboration.

Group messages can be configured at the individual contact level and updated based on changes to the team or services.

Enhanced Message Search Functionality

Improved search functionality for contacts and advisors.

🍎 Click here to learn how to configure Messaging

🍎 Click here to learn about importing Client’s Vendor IDs from your CRM

Sync and import your clients' unique Vendor IDs from your CRM into your back office for seamless tech stack integration. This supports accurate data syncing across systems, matching clients during onboarding or ongoing syncs, and powering integrations and automated workflows.

Vendor Mapping

Manage vendor IDs directly from the platform.

Sync & Import

Vendor IDs from your CRM can now be imported and updated on various pages, including:

Whenever a vendor ID is updated in your CRM, the change will be reflected in the Import Table upon Updating from CRM.

✉️ Please reach out to your Relationship Manager to explore strategies for syncing and importing Vendor IDs to ensure that any manually configured IDs are properly protected and maintained during the process!

🍎 Click here to learn about your Admin Dashboard Widgets or Advisor Dashboard Widgets

Clickable widgets now provide admins direct access to key insights across the firm, including Active contacts, Past Due action items, Advisor & Client usage, and unread messages. Streamline firm-wide navigation and management with just a click.

Updated Contacts Section

View detailed lists for Active, Ready to Invite, and Invited contacts directly from the Admin or Advisor Dashboard.

Updated Action Items Section

Navigate to Past Due, Pending, and Completed action items in the Admin Dashboard.

Updated Advisor & Client Utilization Section

Drill down into usage detail from the Admin Dashboard.

Added an Unread Messages Section

Easily view the number of unread messages and detailed message activity for both advisors and contacts from the Admin Dashboard.

The 🍎Contact Association Report allows you to search and filter by template assignment, template type, template name, contact type, contact, primary advisor, and status, providing a clear view of advisor-client associations. This report can be exported.

The 🍎 Vendor Report gives a clear view of contact integrations by allowing you to select a vendor and filter by integration ID status and primary advisor. Instantly see which contacts are linked—or missing connections—along with their primary advisor, last login, and integration details. This report can be exported.

🍎 Click here to learn how to bulk invite or bulk reinvite your clients.

With Bulk Invite, you can select multiple contacts and send invitation emails in just a few clicks, saving time on outreach. Re-Invite Contacts allows advisors to quickly re-engage previously invited contacts by selecting them in bulk and sending re-invites, making follow-ups more efficient.

Bulk Invite

Select multiple contacts at once and send invitation emails.

Re-Invite Contacts

Advisors can now see previously invited contacts, select them in bulk, and send re-invites.

Admins and Advisors can now manually reset Contact passwords from the Contacts Module.

Search Contacts by their preferred name.

Admins and Advisors can easily find templates by searching by name or description.

For Admins: Clicking an advisor’s name opens the Advisor Summary Page, where you can view and edit their personal and contact information.

Updates to the Advisor Referral and Marketing workflows.