Context: Currently, client email notifications display the advisor's first and last name. Depending on the firm, the advisor may want to have the notifications come from the firm's name. Impact: Professional Branding: Emails reflecting the firm name can enhance brand consistency and build client trust. Client Perception: A firm-branded notification may improve the overall client experience by presenting a unified, professional appearance. Desired Outcome: Enable an option that allows email notifications/reminders sent to clients to display the firm's name instead of the advisor's individual name.
