The welcome letter feature in our Investment Proposal Engine offers a unique opportunity to personalize your communication with new investors. It's more than just a formality; it's a chance to express gratitude for their choice to partner with your wealth management services. This letter serves as an excellent platform to introduce the investor to their advisor, creating a personal connection from the very beginning. You can customize the welcome letter with key details about the advisor, including their photo, title, phone number, and email address. This level of personalization not only fosters a sense of familiarity but also establishes a direct line of communication. It's an impactful way to make a positive first impression, setting the tone for a trusting and personalized investor relationship. An example of the welcome letter can be seen in the picture below:
I have multiple templates, do I have to use the welcome letter for all of them? No, the welcome letter is unique per template. Where do we upload and maintain the information used in the welcome letter? Your advisors are responsible for uploading the information used in the welcome letter. This can be done in the Profile & Preferences section of Deep Alpha, as illustrated below:
Are there any prerequisites for using the welcome letter? The welcome letter requires subsription to the pro version of our Investment Proposal Engine.