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

Solution Library Featured Search:
Quest Executive by RCM Health Consultancy

Respond to Executive Class Needs during COVID-19

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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