Communications Hub
Current Scope Notifications
End-to-end notification scenarios: adviser composes a message, sends it, and the client receives an in-app notification in their Notification Center. System notifications are injected directly.
Reminders
"Something is coming up." No action required from client.
Information Requests
"We need something from you." Client must act.
Information Shares
"Here's something for you." Adviser shares a document.
System
Platform housekeeping. Auto-generated, not adviser-initiated.
Process-Triggered Flows
These buttons simulate how flows are launched from within Elite Wealth when both the client and communication type are already known — e.g. a "Request Documents" button on a client's financial summary.