We’re excited to announce the launch of the new and improved Optimize Portal — redesigned from the ground up to be more intuitive, more responsive, and packed with features to support your practice and clients more effectively.
From streamlined access to support, research, client documents, and the all new resource center to calendars and event recordings, the redesigned Optimize Portal is the central hub for everything you need to stay informed and connected in your day-to-day.
How Does This Benefit You?
1. Smarter Navigation & Centralized Access
The enhanced interface, redesigned homepage, and hot links make it easier than ever to move through the Portal and access everything you need - from platform updates to practice management tools - all in one place.
2. Improved Tools & Resources at Your Fingertips
The new Resources tab provides instant access to financial planning content, business-building materials, webinars, and more. Additionally, the refreshed Documents tab includes a quick preview feature and smarter sorting, while the updated Research tab offers faster load times and a seamless experience for both PDF and audio content.
3. Proactive Support & Organization
Access support directly from any page - open a ticket chat with our team, browse the Knowledge Base, or leave feedback. Plus, stay ahead of key dates with our integrated Calendar, featuring market closures, firm-wide events and important deadlines.
How Does This Benefit Your Clients?
1. Keeping You Proactive
Real-time updates and centralized insights allow you anticipate needs and take action before your clients ask.
2. Enabling Faster Follow-Ups
With direct access to content, documents, and research, you can answer questions and respond to client inquiries with confidence and speed.
3. Creating a Seamless Experience
Improved workflows and easier navigation mean you can spend less time searching and more time delivering value.
Next Steps
We’re excited to bring you the new and improved Optimize Portal and can’t wait for you to start leveraging the resources to simplify your workflows, gain actionable insights, and deliver exceptional service to your clients.