The Elevation Point app offers a user-friendly platform that allows clients to stay informed with timely content on market trends and financial planning topics.
*Elevation Point Features for Clients:
- View Elevation Point newsfeed
- Attend scheduled Zoom calls with your team
- Communicate directly with your team via Direct Messenger
- Gain insights into the market and various financial planning topics curated by Elevation Point
- View Elevation Point resources.
- Receive alerts for upcoming review meetings, outstanding tasks and other scheduled events with your team
- Invite your family and friends to gain knowledge from professionals you trust