Scale Client Activation with Confidence

This video focuses on the mechanics of inviting clients into the app at scale. You’ll learn how to manage invites in bulk, track invite status, re-invite clients when needed, and ensure contacts are activated efficiently without sacrificing consistency.

Built for Admins and CSAs supporting firm-wide rollout and launch activities, this walkthrough emphasizes speed, accuracy, and operational control—so client activation stays clean, organized, and scalable as your firm grows.

Activate Clients Seamlessly from Day One

This video walks you through the complete, end-to-end onboarding of a single client—from initial setup to a live, ready-to-use app experience. You’ll see how to assign the right Experience, connect the correct Campaigns and Teams, and ensure the client receives the intended communication and resources at exactly the right moment.

Designed for advisors during User Onboarding, this walkthrough focuses on what the client will see and why each step matters, helping you deliver a polished, relationship-driven experience from day one.