tag:blogger.com,1999:blog-3441881490261696065.post6248126951030319249..comments2023-07-15T07:07:28.124-04:00Comments on Investment Writing: Question re: client portals--is there a way to capture your emails to clients?Susan Weiner, CFAhttp://www.blogger.com/profile/00489970722019978871noreply@blogger.comBlogger3125tag:blogger.com,1999:blog-3441881490261696065.post-60625177736765634512010-08-24T18:20:26.211-04:002010-08-24T18:20:26.211-04:00The ShareVantage has that feature in their client ...The ShareVantage has that feature in their client portals as well. What's nice is that you can also setup scheduled emails that can be sent to your portal clients. And any time one of our customers uploads or views a document within their portal, we get notified via an automated email.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-3441881490261696065.post-49461980204452267492010-03-24T14:01:15.426-04:002010-03-24T14:01:15.426-04:00I enjoy your upbeat attitude as well as your gener...I enjoy your upbeat attitude as well as your generous help. Thanks again, Bill!Susan Weiner, CFAhttps://www.blogger.com/profile/00489970722019978871noreply@blogger.comtag:blogger.com,1999:blog-3441881490261696065.post-85012268565977182082010-03-24T13:14:11.117-04:002010-03-24T13:14:11.117-04:00Susan,
It's always a pleasure to be of assist...Susan,<br /><br />It's always a pleasure to be of assistance! Arguably, the right technology makes anything possible. Impossible problems just haven't been tackled yet.<br /><br />Bill @ <a href="http://fppad.com" rel="nofollow">FPPad.com</a>Bill Winterberg, CFP®https://www.blogger.com/profile/15008183989438424122noreply@blogger.com