The Updated Client Portal

On August 22, we’re releasing an update to your WMBC Client Portal.

Here’s what’s changing:

  • modern and streamlined homepage that places real-time account, budget, and goal tracking information front and center.
  • New goal tracking tools that will allow you to analyze and monitor the progress of your financial goals in real time.

And in an effort to streamline your user experience, we are removing a few features from the site, including:

  • The Tour Guide Video
  • Mobile Set-up Tile
  • Awards Manager

Additionally, a new “bell” Alert icon will replace the Alert bar notification.

Check out a sneak peek of the redesigned homepage and new Goals tab.

Note that existing accounts, documents and reports on your website will not be affected be this update. I hope you’re as excited as we are about the new features! Please let us know if you have any questions.

Company Update | August 1, 2017 | Evan Coles

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