Advisor Bot – How to Update Individual User Items

Beyond your general profile setup, the Advisor Bot also lets you update two user-specific items — giving clients that tailored, 1-to-1 experience we know makes an impact.

Profile Personalization Updates Here - Advisor Bot – How to Update Your Advisor Info on Rewards Bot — A-Think Lab

✍️ What You Can Personalize Per User

Accessible via: Admin & CRM > Clients Update > Update Individual

(Or do it in bulk using the mass update option — see [Mass Uploading: Skip the One-by-One Hassle — A-Think Lab] for how.)

1️⃣ My Folder - Think of this as your private shared drive with each user. You can upload:

• Portfolio summaries

• Session notes

• Relevant financial content

This creates the feel of a “client portal”, where users can access their info anytime — just like the big fintech apps, but personal.

2️⃣ Next Review Date - Set a future appointment date to keep follow-ups timely and intentional. It also acts as a great conversation starter when the date is approaching — “Just checking in before our review!”

🎁 With just these two features, you can instantly level up how personalized and professional your client experience feels — all within the Rewards Bot.

Let’s wow your users with that “always-on” advisor experience. 😎