Events

Connect with Clients Through Account View

Your clients rely on your trusted advice and expertise to reach their financial goals, and the success of this relationship comes down to how well you stay connected with them. There’s no denying that in today’s digital world, mobile apps have become part of our everyday lives. Account View offers a way to create this experience for your services, while strengthening the connection between you and your clients.

In this session, you'll learn how to get started with Account View and the benefits it brings to you and your clients.