Weekly Brief - July 7, 2020
Your weekly brief #poweredbyCloudAdvisors
Update Released Adds "Notifications" - Check yours Today!
1. Report Uploaded to Manage Reports
2. Prospect Groups Created in your Firm
3. Client Groups Added for You
Review Summary of all Updates in Release Notes
On-Demand Guided Video Training (1 Hour Sessions)
Level 1: Overview, Navigation, Report Production
Level 2: Advisor Strategies, Tactics and Workflow
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Until Next Week, we leave you with the wise words
"Creation is an act of sheer will."
John Hammond - Jurassic Park
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