Client Engagement: Enterprise

You have reached a general information page for Client Engagement: Enterprise, a third-party client feedback program designed to help financial advisors and accountants build deeper relationships and increase client revenue. This program is only available through your broker-dealer, custodian or employer and you should log-in directly through that site.

Please contact a client feedback consultant at or (763) 280-7839 if:

  • You have access to the program through your firm but are unsure of how to log-in, or
  • You do not have access to the program through your firm, but would like general information on client feedback solutions