Release Notes: Version 20.2.1 | April 8, 2020
We’re broadening the date ranges used to evaluate account performance over time, and we’re giving clients a branded mobile shortcut to access CX.
These updates – details below – are effective Wednesday, April 8, 2020.
- New Date Options: In the same CX menu, you now have expanded options to analyze account performance. In addition to the original date ranges (month-to-date, quarter-to-date, year-to-date), you can now select additional time frames: last 30 days, 1 year, 3 year, 5 year, 10 year and since inception.
- CX Mobile Shortcut: When clients save the CX mobile website as a shortcut to their phones’ home screens, the shortcut icon will show your advisory firm’s logo. This will boost your branding and also make it easier for clients to identify the shortcut.
Recent Posts
Blog
Take Advantage of Early-Bird Pricing for Excell 2024
Excell is more than just a typical financial advisor conference – it’s a transformative advisor growth journey designed to help growth-focused advisors transcend the ordinary and build the firms …
Blog
Jessica Flynn: Attracting & Retaining Next-Gen Talent
What powers the future of financial advisory? In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Jessica Flynn, Director of Account Strategy at Intention.ly, about …
Blog
The Why, What and How of Attracting and Retaining Gen Z Stakeholders
Sometimes mindlessly scrolling TikTok isn’t a total waste of time. It might actually give you some insight into how the different generations work. One TikTok I recently watched depicts …
Blog
Jalen Blackmon, Jabin Moore & Isaiah Johnson: Diversifying Workplace Culture With Gen Z
Are you ready to dive into what it takes to attract and retain the next generation of professionals in the finance industry? In this episode, Ana Trujillo Limón, Director, …