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 November 05, 2023

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Efficiency

Make your advice process faster, better, stronger.

luke.watson3

Advisely Contributor

12 months ago

What about being able to see your goals as a client and the progress you have made? Or sharing the Xtools modelling scenario that has been recommended, or portfolio tracking to the set goal. One thing I have been waiting for is a review questionnaire for the client where they can see all of the current personal information we have on them that they can simple update profile to the meeting which feeds back and updates XPLAN?

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