Wealth Management Home Office users have the ability to create collections and share them across the organization. Companies use this feature to put important resources in advisors' hands with a single click. This ability makes it easier to react quickly to breaking news or provide resources that support your firm's initiatives.

First, create and name your collection as you typically would and add your content. You can add editors to help build and manage your collection. Once your collection is ready to be shared, click the "share" button and enable Collaboration. If you've added Editors or previously shared this collection, you may have already completed this step.

Next, select Viewers and "All people in my organization."

To create awareness for your collection, a notification is sent to users when any collection is shared with them. You can opt out of sending the notification by deselecting the notification box and hitting "Confirm."

If you uncheck the box and opt not to notify your users, you'll receive a confirmation that your users will not be notified.

Finally, whether or not you elect to have notifications sent to your users, you may still want to promote your collection internally via an email newsletter or on your intranet. Once your Collection has been shared with your organization, a link to the collection is available in the Share Collection modal.