Product updates
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5 min
Smart Notifications: Making Every Client Touchpoint Count
We’ve added smart client notifications to your platform. From birthdays to portfolio reviews, here’s how they work, and why they matter.
Why notifications matter
Clients today expect timely, personal communication. They’re used to alerts from their bank, their trading app, even their fitness tracker. But many advisory firms still rely on ad-hoc emails or annual reviews to stay connected.
That gap is an opportunity. With smart notifications, advisors can deliver personal touches at scale.
What’s included in Smart Notifications
Send birthday and anniversary greetings automatically.
Alert clients to portfolio milestones (like reaching an investment goal).
Notify clients of important updates — quarterly reports, suitability reviews, or new content.
Control the schedule — you decide what’s sent and when.
Why it matters for your firm
Stronger relationships: Clients feel remembered and valued.
Advisor credibility: You look proactive and organised without extra admin.
Time saved: Personal touches that normally require a team can now happen automatically.
Retention and referrals: Clients who feel cared for are more loyal — and more likely to recommend you.
What your clients see
On their phones, clients see branded notifications with your firm’s name and logo. Each touchpoint feels personal and professional, reinforcing your brand every time they unlock their device.
Available now
Smart Notifications are now live across the platform. All firms can access the feature as part of their existing subscription.
