Description
We're excited to share enhancements to the EIG Total View Portal this quarter. Join us for a live webinar demonstration on Tuesday, January 27th at 2:30 pm CST.
The enhanced client portal offers a more interactive, customizable and secure experience, including a mobile app for easy access.
Features include:
- comprehensive 360 degree wealth view
- dynamic portfolio dashboard
- relationship timeline highlighting interactions with your EIG Client Care Team
- Enhanced document vault for storing and sharing with your EIG Client Care Team
Webinar will be recorded and distributed to all EIG clients - no separate registration is required if you only desire the recording.
*This webinar is for existing clients of Ellenbecker Investment Group.
Date and Time
Tue, Jan 27, 2026
2:30p - 3:30p CST
Location
Zoom Webinar
Note
Virtual Only. Webinar will be recorded and distributed to all EIG clients - no separate registration is required.