Create 'Quick Links' for Quick Access to Enhance Client Support (Admins Only)

Modified on: Mon, 17 Jun, 2024 at 4:01 PM

Empower your clients with easy access to essential resources through customizable templates of useful links, now available for administrative users.

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.

Quick Links for Quick Access in FutureVault 

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