The You First Blog

Wealthview Secure Portal Improvements

September 6, 2019
Uncategorized
sandrine@you-first.com

Beginning this fall, a major Wealthview update will take place that will build upon the original foundation in very helpful, user-friendly ways. Here are some of the highlights: Better Family Linking Options– you will now be able to consolidate all family assets, by linking clients, including corporate investments, joint client profiles, even other family members… Read More