Our Approval accounts require a customized approach to your team, and your business. To set-up an account, please all us at 1-877-260-6006.
We can provide an approval process for users of the Group or Publishing Accounts. This approval process allows your compliance, communications or marketing department the ability to approve all email newsletters before they are released. This approval process allows the administrator to release the emails or send them back to the Advisor for more editing or corrections in content.
This ensures that no email newsletter is sent from the Advisors without final approval by the organization itself.
