Description: Advisors can now enable automatic email alerts to clients when new documents are added to their Fiduciary Vault. Users can specify if notification should be sent when any document is added or only those with certain tags.
Benefit: Manual outreach will not be necessary when documents are added to a client’s vault. This new feature ensures clients are promptly informed of newly available documents.
Additional Notes: Advisors should confirm client email addresses and email notification preferences with their clients to take advantage of the new automation feature.
Enabling Email Notification: If the Client Portal is enabled for the workspace, in the workspace settings there is a tab titled “Client Portal”. When toggled on, email notification will be sent to the email address associated with the client where documents have been added to their vault. By selecting individual document tags, an email notification will only be sent when documents with those tags have been added to the vault.
Note: Email notifications are only enabled when documents are uploaded to the client vault.
Automated email clients will receive:
Email notifications will be sent when reports are sent to vault via single report generation or batch in the Fiduciary Focus Toolkit.
Client Portal Setup Template Email
When an email address has been added to a client in the Fiduciary Focus Toolkit to enable access to the Client Portal, it is the advisor’s responsibility to notify the client they have been setup and how to access the Client Portal. Below is a template email Broadridge has put together that includes links and instructions for the client to access the Client Portal.
Dear (Client Name), You have been setup with an account to access the Broadridge Client Portal. Before you can log into the Client Portal, you need to set a password for your account. Please visit the link above or clientportal.fi360.com. Using your email address as the username and the Reset Your Password feature, you can set a password for Client Portal access.
Login Email Address – (Client Email Address)
If you have any questions or trouble accessing the Client Portal, please do not hesitate to reach out. Thank you, (Advisor Name)