NFS eDelivery Emails that eQuipt Users Will Love: 2.10.23
Updates for 2.10.23
eQuipt Client Portal
This week’s update includes the following:
- Link modifications added to NFS client eDelivery emails
Read more to learn the details of each update.
Update: NFS Client eDelivery Email Notifications Link Modifications
Previously, NFS sent clients a single link to log in and access their documents via Wealthscape Investor. Some clients only have an eQuipt login, but others have only a Wealthscape Investor login, and not all clients (For example: Entity clients) can register for eQuipt. This email experience frustrated clients who use eQuipt – and their financial professionals.
Now, all NFS eDelivery emails have a link that gives the client the option to log in via Wealthscape Investor or eQuipt Client Portal, making it easier for eQuipt Client Portal clients to access their information:
Have a Happy Valentine's Day and see you again soon!
All the best,
The eQuipt Team