Update: Branded Client Questionnaire Emails
When you send your clients an invitation to fill out the Tailwind Questionnaire, the email used to contain a Tailwind logo at the top. To improve the branding experience Tailwind offers, Tailwind is pleased to announce that the invitation email has been updated to show your custom logo, if you’ve specified one.
To specify a custom logo, simply click the “Customize Tailwind” link on the Tailwind main screen, and select the company logo you want to display on the advisor and client screens.
Continuous Improvement – A Part of the Tailwind Experience
This update is a part of our commitment to continuously improving your experience with Tailwind products and services. We are planning and working more changes. We appreciate all the feedback we receive from our customers; it helps us to decide what improvements we need to make.
More Information
For more information on Tailwind and its products and services, contact us at:
- On the Web: http://www.tailwindfs.com/contact
- By Phone: (877) 871-1414