What notifications do clients receive in Elements?

Colton Etherton
Colton Etherton
  • Updated

Elements sends the following notifications to users:

  • Client invite from advisor
  • Deleted notice (if they delete their account)
  • New message from your advisor
  • Net Worth Progress Report 3 days left
  • Net Worth Progress Report 7 days left
  • Net Worth Progress Report quarter ended
  • Prospect discovery sign-in link (new one, to come back later)
  • Prospect discovery completed

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