THE 360 NEWSLETTER
Please be advised that the Geolocation and Segmentation tools currently available on the Investia Advisor Centre will be discontinued effective April 24, 2023.
Based on our data, the usage of these tools is low across the advisor network and since they are at “end of life” and would require financial investment to be maintained, we have decided to discontinue them.
Investia is prioritizing investments into newer tools and capabilities that will better assist you with managing your business.
In preparation for the discontinuation of the Geolocation and Segmentation tools, we recommend that you save all data and work you may have done prior to April 21, 2023.
Stay tuned for more details about new tools and capabilities in an upcoming issue of The 360 newsletter.
Also in this issue
- FHSA – Updated Client Article
- Investia Advisor Workgroups – Selected Candidates
- Investia Conferences in 2023 – Mark Your Calendars Now
- New Administrative Staff Workgroups
- Client Banking Information – Important Considerations
- Client Fee Dashboard
- Live Training Webinar on Objective Suitability – FAQ
- New Client Article
- System Maintenance – Univeris and Advisor Centre Downtime
- Invalid or Missing Client Email Addresses – Representative Notification
- Risk Rating Changes – Desjardins Investments
- Invitation to a Live Training Webinar – nesto
- The Chronicles of our Cyber-Experts
- iA Clarington Video with Donny Moss
- What to Do if Your Client Is Declined, Rated or Postponed for Insurance (PPI)
- Monthly Market Snapshot – April 2023