Review Date Management Widget

Given the risks associated with Fee For No Service and the headaches of tracking upcoming reviews, we’ve made significant enhancements to the ‘Next Review Date Including Overdue’ widget on Adviser Home.  It is now an intuitive framework to help you manage your upcoming client review meetings efficiently and understand where things stand at a glance.

Streamline your process so that you can easily see which upcoming meetings require attention and are able to track progress all the way through to meeting completion.  



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