Blog Post

Efficiency

2 MIN READ

Why the client portal is the most important technology choice of all

Peter.Worn

Advisely Partner

2 years ago

In the dynamic world of wealth management, financial advisers face the perennial challenge of effectively engaging with clients. One of the most pivotal elements in this interaction is the client por...

Updated 2 years ago

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Advisely Partner

Joined 05 November 2023

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Efficiency

Make your advice process faster, better, stronger.

luke.watson3

Advisely Contributor

2 years ago

Completly agree and something we are actively pushing with client's, particularly when sharing sensitive documents and information.

The Xplan client portal needs a lot of work in regards to being more user friendly. There are other option available in the market, but I do not see the point in adding additional cost when the Xplan costs are significant already.

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