Send weekly account review reminders to client contacts

Your client review list lacks timely reminders, leaving advisors with unbooked reviews and limited portfolio context. Send weekly reminders so advisors secure rebookings ahead of reviews.

Overview

Weekly reminders take the manual work out of keeping client reviews on schedule and reduce unbooked meetings for advisors. Automating targeted outreach means advisors get rebookings and current portfolio context ahead of the next review window.