The client portal is an engaging and secure way to communicate with clients and prepare for meetings.
Advisers can quickly create a task list for their prospects and clients to complete questionnaires in their personalised client portal.
Clients can access the portal to see a comprehensive view of their financial position with useful charts and other valuable visuals.
Prospective clients receive an outstanding first impression with easy to complete questionnaires providing high level financial and personal information, goals and a financial health check to identify which areas of advice they require help with.
Existing clients access their advice documents securely and electronically sign them, update their information prior to review meetings and have the benefit of accessing all their financial information in the one secure place.
Advisers benefit from an efficient, secure communications process that is seen as part of their value proposition by the client.