Digital Cheat Sheet

For the most up to date information on topics impacting your practice, review the links below:

• Updated FieldNews relevant to your practice
• MMLIS, compliance or Regulatory reminders
• Advisor360 enhancement
• Technology alerts and best practices
• Advisor360 Onboarding Training Series listing
• Training Wheel or Pop Up delivered by the Practice Optimization Team

Please check it out regularly for the most updated news.

Advisor360

• Save time by pre-filling to EZ-App from Advisor360
• Coming soon: Redesigned Investor360 mobile app
• A360 improves search, reports, SS# masking, CRIA Dashboard & more
• A360 enhances Data Conversion Capabilities
• Annual CRIA Client Contact on A360
• Annual Client Meeting Records to Integrate into A360
• A360 enhances Insurance Capabilities, Digital Onboarding and more
• A360 enables trusted contact self-service
• Multi-account opening among many A360 enhancements
• A360 adds DI and LTC rider details
• A360 adds insurance balances, ICP access, report redesign
• A360 changes: New I360 default and WeallthGuide
• Open 529, ABLE accounts with A360 Digital Onboarding
• Use A360 workflows to run your financial-planning practice

Technology

• New digital lead email notifications coming April 8
• Prepare for adoption of enhanced authentication
• iCapital adds Lifecycle VA reporting, MassMutual Envision to Marketplace
• Follow 3 steps for compliant business texting
• Introducing Our New Knowledge Base
• Use Global Relay or A360 Texting by Feb. 29 or restricted system access
• Act now if you do not already use Global Relay or A360 texting
• Intune-enabled Global Relay is here
• Use only approved tools for business-related texts and messages

Customer Service/MMLIS

• Updated MMLIS master services agreement to auto-enroll NFS accounts for eDelivery
• Submit all Life new business through EZ-app
• Growth Strategy: Succession Planning
• Login process updated for Wealthscape Investor
• Process for client address change

Compliance/Registration

• Urge clients to enroll in eDelivery by June 21 to avoid NFS paper document fee
• Reminder for New York licensees: Annual cybersecurity filing due April 15
• Stay alert! Fraud prevention requires attention
• Is it real or email account compromise?
• Important Form CRS reminder
• Use electronic signatures correctly to mitigate risk
• Are your U4 registration and FINRA Regulatory Element CE up to date?
• Is your Form ADV Part 2B up to date? Are you subject to IA-rep CE?
• A compliant is an opportunity to serve a customer

Training Wheel/Pop Up

• Grow your practice with Marketing Materials And Resources  /  Recording
• Grow your Practice using Hearsay + Gainfully + Advisor Stream  /  Recording
• Grow your Practice with Marketing LeadsApp + Spark  /  Recording
• Advisor Teaming: Our Process can Help You
• 2024 CRIA Annual Reviews
• A360 WMS Advisory Integration
• 2023 NFS E-Delivery  /  Recording
• Top 10 Mid-Year Checkpoints for your practice
• Managing The Required Minimum Distribution (RMD) Process  /  Recording
• A360 Quarterly Statement Reports
• Additional Advisor360- Pop-Up Learning

A360 Onboarding Training Series 101

• 1- Introduction & Widgets  Recording
• 2- CRM & Households   Recording
• 3- Personalized CRM Setting   Recording
• 4- Life Business Sub & Tracking:  Part 1   Part 2
• 5- Your Digital Practice   Recording

A360 Onboarding Training Series 201

• 6- Maintaining CRM Records   Recording
• 7- CRM Activities & Workflow   Recording
• 8- P360 Groups & Column   Recording
• 9- Reports   Recording
• 10- DocuSign for Life Business   Recording

A360 Onboardihg Training Series 301

• 11- MMLIS Business Submission   Recording
• 12- MMLIS DocuSign   Recording
• 13- MMLIS Business Follow Up   Recording
• 14- Household Clean Up   Recording
• 15- I360  Recording