Due to overwhelming response, we’ve had to limit early access to the Premium Client Portal Mobile App and have finalized our pilot group. We appreciate your understanding and look forward to sharing more updates about the Mobile App!
This year, we’ve modernized the Client Portal design, introduced the My Advisor Page, and the My Plan feature went live. And now we’re getting ready to take our industry-leading Client Portal to the next level! In early 2025, we’ll be launching the Premium Client Portal as an upgraded option for all of our planning packages. And guess what? It includes a mobile app! But wait, there’s more. In January, we’re giving some of our employees exclusive access to the mobile app before anyone else.
Questions? Reach out to Chris Grant in Product or Megan Thompson in Product Marketing.
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