New client onboarding
Welcome the client, introduce the service team, explain immediate next steps, and provide the correct paperwork or secure links.
Workflow can include: Secure link, onboarding checklist, service-team CC, advisor signaturePolished client service workflows
Standardize wealth management client emails in Outlook
Help advisors, client service associates, and operations teams prepare onboarding, meeting follow-up, document request, planning checklist, and account service emails with approved wording and the right details already in place.
Works directly inside Outlook. The user applies, reviews, and sends every email.
Start with prebuilt wealth management workflows and customize the wording, fields, attachments, and recipients.
How Toggles works
Prepare the complete email. Keep the send human.
Toggles runs inside Outlook. A client service associate or advisor chooses the right workflow, fills in client-specific details, and Toggles prepares the approved message with the right structure, links, attachments, recipients, and signature. The team member reviews, personalizes, and sends when ready. Nothing is auto-sent.
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Choose the workflow
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Fill in the fields
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Review the email in Outlook
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Send when ready
Why workflows matter
Client service depends on timely, polished follow-through
The quality of the client experience is often shaped between meetings: the welcome email, the review follow-up, the document request, the planning checklist, and the account service update. Toggles helps teams prepare those recurring emails with approved structure while leaving room for advisor personalization and review.
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Onboarding steps are spread across old emails, checklists, and individual habits
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Meeting confirmations omit preparation requests or the correct scheduling details
03
Post-meeting action items are summarized differently across advisor teams
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New client service staff need months to learn how each routine message is handled
Wealth Management workflow examples
A consistent service journey from onboarding onward
Workflows support the operational communication around the relationship. They can carry approved language and process details without turning a client email into an impersonal form letter.
Review meeting confirmation
Confirm the meeting and help the client prepare with a concise list of records, questions, or account changes to consider.
Workflow can include: Calendar link, preparation checklist, advisor signature, service-team CCDocument request
Request the exact records needed for an operational process with clear submission instructions and expected timing.
Workflow can include: Secure link, document checklist, due date, advisor signaturePlanning checklist
Deliver an approved planning or information-gathering checklist with the appropriate context and firm resources.
Workflow can include: Planning checklist, secure link, attachment, advisor signatureMeeting follow-up
Summarize operational next steps, owners, and expected timing while allowing the advisor to personalize the client-facing context.
Workflow can include: Action items, due dates, advisor signature, service-team CCAccount service update
Keep clients informed when paperwork, transfers, beneficiary changes, or other service requests move to a new stage.
Workflow can include: Account status, next milestone, secure link, service-team CCReady-to-customize workflows
View the starter packStart with the Wealth Management workflow pack
Use prebuilt workflows for client onboarding, review meetings, secure document requests, planning checklists, and account service updates.
A repeatable standard
Consistent service without replacing judgment
Toggles provides the approved operational structure. Team members enter the client-specific details, personalize the message, and review it in Outlook. Advisors remain responsible for advice, recommendations, and the final communication.
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Prepare consistent client-service language and process instructions
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Include secure links, attachments, recipients, and signatures
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Give the team prompts for the details that must be checked
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Keep advisor personalization and final review in the workflow
Who it is for
Built for advisor support teams
A shared workflow helps the whole practice deliver a consistent service standard, even when several people support the relationship.
Client service associates
Handle onboarding, paperwork, meeting logistics, and service follow-through.
Operations teams
Coordinate account processes and communicate status without rebuilding every update.
Advisors
Use an approved structure, add personal context, and retain control of the client message.
Practice managers
Create service standards and reduce variation across teams and offices.
Faster team onboarding
Onboard new client service staff around the process
Instead of teaching a new associate to find the right old email and remember every follow-up step, firms can give them a named workflow with clear fields and approved components. That makes the process easier to learn and easier for managers to improve over time.
Start with one repeatable email
Give every client follow-up the same professional standard
Start with client service workflows for onboarding, document requests, review meetings, and account updates.
Customize the client fields, secure links, attachments, recipients, and advisor signature.