New Homepage - Ability for advisor to set defaults
Love the look and ability to customise widgets for clients. It would be great if we, as Advisors, can specify then the client can change.
Displaying the client logo in the top left is great but way too small to be effective
Michele Grisdale
shared this idea
Great to hear you're diving into the new experience, Michele. Thanks for taking your time to share changes that you could feel could add benefit.
We'll get a feel for the interest from other beta users from your idea here and I'll make sure to share if our product teams make any plans around this.
-
Jen Heath
commented
I think this idea is the same as my idea, which is to allow advisors to create a homepage view, and then 'publish' it to the client as their default view.
Some of the default widgets or inclusions would confuse some of my less tech savvy clients, and they would not necessarily have the time, interest or ability to customise their own homepage view - however if I could complete this customisation for them as a one-off job and then push that view out to them, I can talk them through our chosen layout, including the value-adds and the way I've set it up to be as simple as possible for them.