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Hilachlan.fuller has their been much progress with the client portal/changes? I have not pushed this much further with our business (I want to) but it has not been very intuitive, I want there to be a bit more of a “need” for the client to use and adapt to it. Has there been any consideration for open banking integration in the client portal? A few examples, if you send the client portal access to a client and you haven’t established a partner the client cannot add any details of the partner. The 2FA with the email option still had issues when I last used it and clients were not receiving the email, it was a big barrier to entry. I do understand that there maybe some restrictions from licencees, so you maybe able to fill me in? Appreciate your time and efforts, you guys are doing a good job
Hi luke.watson3 ,
Such great questions! I thought I'd jump in here and let you know that lachlan.fuller will be online in our text-based AMA on all things Xplan Client Portal and Visualise next Wednesday 4th December at 3pm AEDT.
Would love if you could pop these questions & suggestions in there so that others hopping into the AMA will see them too!
Link to the thread is here: https://www.advisely.com.au/discussions/conversations/ama-im-lachlan-fuller-xplan-product-manager-for-visualise--client-portal-ask-me-/1206
- luke.watson39 months ago
Advisely Contributor
Will do!