Our most significant update to the Adviser Portal so far includes our new 'at retirement' journeys and a collection of new features designed to make it easier for system users to invite their clients via the platform:
- Ability to send email directly from the Adviser Portal.
- Ability to change the default journey invite email templates.
- Emails sent via the Adviser Portal are now added to the client's journey report.
- Clients can change their details and preferences via the My Account page in their Money Alive journey.
- The 'New journey' button is now available all the time in the navigation bar
- Several bug fixes and UI tweaks.
- The settings page has updated UI improvements.