Our favourite page, from Opportunity, you can prioritise which client to call first. Filter by investment thematics and react quickly by calling, sending a message or even blast a "bulk email" to an hyper targeted list of clients.
You will not see the clients' name / pseudonym on App page but on this one. Therefore you can use App as a sharing playground with your clients.
What can I do here?
- Which client to call first
- Which portfolio are drifting
- Which client hold forbidden securities ( excluded from a compliance list linked to a portfolio)
- Which client is the most active
- Smart views
- Easy access to Call Report and Call / Email functions
- Blast message to hyper-targeted clients' list
You can select the column to create your own smart lists.
Click on Actions
Add a column.
From the drop down select which column fields you wish to add, then click on save. Mouse over any column to see the three lines. Click on it.
Select the 9 dots picture and select columns you wish to show.
Click on the tick box to make them visible. Remember to click on save to your smart lists.