Product Updates

Creating and Sharing Client Boards

Learn how to create and share client boards in this informative video. Discover the importance of automated client advisory software.

Datatrixs
Sep 5, 2023
Product Updates

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In this captivating demo video, you will discover the step-by-step process of:

  • Creating a brand new client
  • Adding engaging content to the client board
  • Effectively sharing the board with your valuable clients

 

Stay ahead of the curve with the latest updates in client advisory software

 

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