martin.joughin's avatar
martin.joughin
Valued Supporter
2 years ago

Tracking Client Progress

How do you track clients progress over time? We sometimes put together a report showing the balance, withdrawals and contributions each year. This helps to show how the clients portfolio grows over...
advice servicing
client engagement
investments
primrose.foster's avatar
primrose.foster
Icon for Advisely Team rankAdvisely Team
2 years ago

Thanks so much martin.joughin for sharing this question. I look forward to hearing any insights the community may be able to share on this topic, and I will have an ask internally too! 

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