Company Support Update

Company Support Update

  15 months ago we introduced a new in-product chat functionality to better communicate product updates to our Partners. Over the past few weeks, we’ve been assessing the success of this service and have taken on board the feedback we’ve received. Though our...
Product Update: 12th July 2019

Product Update: 12th July 2019

Here’s a quick overview of recent developments to the wealth portal and updates on major product launches coming soon! Client Portal Cashflow: Duplicate transaction view Use the new “Review duplicates” view in the Cashflow area of the portal to quickly tag and...
Partner Plan Pricing Update

Partner Plan Pricing Update

Over the past 8 years we’ve strived to provide an innovative service to help finance professionals redefine how they engage with clients. During this time, we’ve launched many new features and introduced countless enhancements, all with the goal of...
Product Update: 14th February 2019

Product Update: 14th February 2019

  We’re back for another Product Update! We’ve been a bit quiet these past few weeks; our team was working hard behind the scenes but with most changes focused on infrastructure upgrades, there wasn’t much to showcase. This week is a different story with plenty of...
5 Most Common Client Personas

5 Most Common Client Personas

What’s the number one, most powerful thing you can do now to make 2019 a success? Organise your clients into groups of people with similar needs so you can tailor your messaging, plan your marketing, and ultimately prepare your business for success. About Customer...