We are thrilled to introduce a new feature to empower Administrative Users: the ability to create templates of useful links to external websites, otherwise known as Quick Links.
Quick Links provide quick access from FutureVault to other websites, portals, and platforms that may be commonly used, accessed, or helpful.
Quick Link examples include:
- Other platforms or websites clients (or Advisors) need to often access
- News and media publications
- Your own website resources such as articles, guides, and calculators
- Banking and financial institutions
- Government agencies
Note: Quick Links can be added to Vaults in the Head Office for a 3-tier platform and for Client Vaults in a 2-tier platform.
For more detailed guidance on how to enable and use this new feature, please contact your Customer Success team for a demo and personalized assistance.
