Client Notifications and Reminders

  • Ensure your client risk profile is updated with automated risk profile update notifications
  • Automated reminders for clients to answer surveys
  • Check survey status. Receive notifications on client response progress.

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Client Notifications and Reminders
Improve your scheduling

Improve Your Scheduling

  • Set client reminders and alerts
  • Set reminders for periodic supervision of a client's portfolio or risk score
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Easy follow-ups on Clients

  • Receive updates on client progress on risk assessment surveys

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Easy follow-ups on clients