Blog Post

Efficiency
2 MIN READ

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

Peter.Worn's avatar
Peter.Worn
Icon for Advisely Partner rankAdvisely 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
Version 10.0
client portal
practice management
technology
luke.watson3's avatar
luke.watson3
Icon for Advisely Contributor rankAdvisely 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.