Webinar Replay: Introducing Sidebar
In this webinar, we covered the latest enhancements to our Sidebar feature, giving you a meaningful touchpoint for every client meeting.
We covered the latest enhancements to our Sidebar feature, giving you a meaningful touchpoint for every client meeting. Plus, learn how you can use Sidebar to navigate through important conversations about your clients' financial situation without ever leaving the Asset-Map Report. Hosted by: LiaJean McHenry (Sr. Manager, Customer Success)
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April 23, 2026
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Accelerate Series | Fuel Your Client Engagement Engine - Hidden Gems for Practice Management
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