Create dashboards with charts, metrics, tables, and activity widgets. Preview each book, share with books and people, and publish dashboards as Home tabs.
Remove an existing tag from selected clients, prospects, past clients, or other contacts. Select or unselect all fields in the household overview’s custom fields widget.
Use Attribute changed to watch primary email, phone, or address changes for selected household roles. Update attribute also supports user-reference custom fields.
Review task recommendations and project discussions
Filter pending and rejected tasks by assignee, or by book in All books. Project discussions include linked task comments, and project tables can display milestone form responses.
Edit form text directly in the preview, then publish your changes. Copy embed code for a published public form to display it on your website. Upload fields can also accept intact ZIP files.
Pontera discovers advisor emails from your firm’s feed so you can assign accounts to books. The Fidelity guide now covers account groups and transmission rules.
Set up Elevate at the company level, then connect each advisor’s account. Call history includes matching calls across providers and lines; Zoom supports shared Team SMS lines when authorized.
