Send scheduled client action-item digests by due date

Your client action-item rows pile up without timely distillation, leaving advisors unprepared for meetings. Get a prioritized, grouped email digest so your team can act on tasks same day.

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Overview

Stop sending fragmented task lists and give advisors a single, prioritized client digest each day. This converts scattered task rows into a grouped HTML action-item email, so advisors and coordinators can prepare and follow up on tasks the same day.