Notification Configuration allows you to control how system-generated communications are delivered across your firm.

​From one centralized location, you can:

Centralized Notification Configuration strengthens how your firm manages communication at scale.
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It allows you to:

When configured intentionally, notifications reinforce workflow and accountability rather than create distraction.
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Before enabling notifications broadly, align internally on communication standards.

Contact notifications directly shape how clients experience your firm.
Review tone, frequency, and channel selection carefully.
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Not every Firm User needs every notification.
Use recipient controls to route alerts based on responsibility.
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Push notifications have limited space and high visibility.
Use clear language and avoid unnecessary detail.
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If Push, Email, and SMS are all enabled for the same event, consider whether that redundancy supports or overwhelms your communication rhythm.
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Admin Access Only

You will see a list of notification types organized by audience, along with available delivery channels.

For each notification type, you can:

If a channel shows as N/A, it is not supported for that notification type.

Turning a channel off fully disables that delivery method for that event across your firm.

Next to each enabled channel, click Customize to:

All changes apply firm-wide and standardize messaging across advisors.

This configuration area gives you full control over how and where system notifications are delivered, allowing you to align communication with your firm’s workflow and client experience.
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Notification types are segmented by audience:

​All Users (Contacts + Firm Users)

Firm Users (Admins, Advisors, Firm Users)

Contacts (Clients, Prospects, Leads)
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This structure helps you configure communications based on who receives them.
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These notifications apply to both Firm Users and Contacts when engagement activity occurs inside the platform.
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They are designed to surface real-time interaction.

This design keeps engagement alerts lightweight and immediate, rather than creating inbox traffic or redundant messaging across channels.

Firm User notifications are internal alerts sent to Admins, Advisors, or Team members. These support operational visibility.
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When Push is enabled and you click Customize, you can configure:
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Required - Use appropriate Merge Fields

Maximum 100 characters
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Required - Use appropriate Merge Fields

Maximum 200 characters
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Internal push notifications should be concise and action-focused.

When customizing Email for Firm Users, you can control:
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The subject line should clearly reflect the triggering event.

Best practice:

The email body can include:

Unlike push notifications, email allows for slightly more detail. However, internal emails should still remain structured and easy to scan.
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Use short paragraphs and clear spacing.
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When the audience is Firm Users, you control who receives the notification:

You may select one or multiple recipient types.

Recipient controls are a workflow tool, not just a setting.
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Clarify Ownership
Route alerts to the person responsible for next steps.
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Reduce Internal Noise
Avoid sending every notification to the full team.
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Align to Your Firm Structure
Mirror your operating model, whether solo, team-based, or centralized.
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Maintain Oversight
Keep Admin visibility where needed without overloading advisors.
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Used intentionally, recipient controls turn notifications into actionable signals instead of background noise.
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Contact notifications are client-facing and directly shape the client experience.

When Push is enabled for a Contact notification:
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Required - Use appropriate Merge Fields

Maximum 100 characters
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Required - Use appropriate Merge Fields

Maximum 200 characters
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Push notifications for clients should be clear and neutral. They should prompt awareness and encourage in-app engagement without overwhelming the recipient.

Email notifications for Contacts are client-facing and should align with your firm’s communication standards.
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Email should provide clarity and context without overwhelming the client.
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Many notification templates support merge fields. Merge fields automatically pull contextual information into a message based on the event that triggered it.
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Merge fields allow you to:

For example, including the name of an advisor or the title of a reminder helps recipients understand the alert immediately.
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When used thoughtfully, merge fields improve clarity and consistency across your communication framework.