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

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

 
Product Updates

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

Stay ahead of the game by being the first to receive updates on the latest client advisory software insights. Scale your client advisory services with the cutting-edge tools and knowledge of today's ever-evolving industry.