| Benefits |
|
|
 |
| Features |
|
|
|
| Downloads |
|
|
|
| Support |
|
|
|
|
|
Client Services
Adhesion's Client Services Group (CSG) is the coordination and management
hub for WealthADV operational and technical support.
- Around the clock availability 365 days a year;
- Tiered response standards based upon the severity of the issue being
reported;
- Continuous monitoring of account data feeds;
- Telephone, pager, and email access;
- Customer assistance on use of the WealthADV software;
- Assistance in problem determination, isolation and resolution; documentation
of resolution, minor updates or maintenance releases;
- Support for requests for data collection from additional institutions.
With Adhesion's CSG, you can be assured of prompt access to a professional
and knowledgeable staff that will assist you in utilizing WealthADV
to deliver valuable services to your clients. |
