Use News Alerts and any deadline widgets on the Advisor Dashboard for firm-wide information and general reminders. They are separate from client-specific updates and alerts.
News Alerts
News Alerts can include:
Planworth product or feature notices
General tax or guideline information
Other firm-wide announcements
These notices are not a client's Wealth Insights roadmap or Financial Insights result.
Deadline widgets
When shown, deadline widgets may include reminders related to:
RRSP contribution timing
Personal tax filing
The CRA prescribed rate
Treat these as general reminders. Confirm current dates and rates using the appropriate official or firm-approved source. The widgets do not calculate a client's contribution room or decide what action a client should take.
How the notices differ
News Alerts: Firm-wide information.
Deadline widgets: General calendar or rate reminders.
Client Updates: Pending updates associated with clients.
Client Dashboard alerts: Prompts for one household.