Proactively support your clients with easy-to-share insights

Proactively support your clients with easy-to-share insights

We’ve updated our email feature so that you can now send multiple insights (including visual graphs) via one email message at a time. With just a few clicks, you can now send your clients their financial performance insights, pre-calculated by Aider from within the Advisory Platform. 

• Multiple insights can now be compiled and shared directly to your clients inbox. 
• Email templates make it easy to send insights at scale, while the edit functionality means you have control of the final message. 

Insights are presented in an intuitive graph so that you and your clients have an effortless, digestible view of the data.

Curious what other updates we've released in Aider recently?

Explore our latest updates here.