RetireUp's client presentations have always delivered concise, story-based recaps of the dialogue between advisor and client - tailoring content to fit the exact need.
The content was great but advisors' #1 request in 2014 was to be able to customize the client presentations to fit your brand. Well, it's here!
The new presentations give you the ability to:
- Add your own custom logo
- Switch to a clean, sleek layout and coloring
- Update your presentation title to exactly fit the situation
- Many other small tweaks to improve the presentation creating process
Detailed instructions are available here!
To get started, log into your RetireUp account at https://www.retireup.com and go into any client plan, then click "Presentation."
Questions? Give us a call at 800-935-6880 or email us at firstname.lastname@example.org.