Help advisory teams send consistent onboarding, meeting, document, review, rollover, custodian paperwork, and service status emails from Outlook.
Roll out a connected set of workflows when one client email process needs the same standard across your team.
Run the audit to validate which repeatable Outlook emails should be standardized first before rolling the starter pack out to your team.
RIAs, wealth management firms, financial advisors, client service associates, operations teams, and planning teams that send repeatable client emails in Outlook.
Advisory communication often requires accurate account details, deadlines, planning context, secure document handling, and custodian-specific next steps. This pack gives teams approved workflows for recurring client service moments without turning them into automatic sends.
No. Toggles helps advisory teams standardize approved Outlook email workflows. Planning, investment, tax, and legal content should be reviewed by the appropriate licensed professional.
Yes. Workflows can include approved wording, variables, attachments, secure upload instructions, subject lines, and other email details while still allowing staff to review before sending.
Yes. Each workflow can be edited for your firm's approved wording, custodians, portal links, scheduling links, document checklists, service model, and compliance review requirements.
Review the workflows included in this pack before you install them for your team.
