lachlan.fuller's avatar
lachlan.fuller
Icon for Iress Contributor rankIress Contributor
6 months ago

AMA: I'm Lachlan Fuller, Xplan product manager for Visualise & Client Portal, Ask Me Anything!

Are you fully utilising Xplan to deliver a superior client experience? Are you making the most of Visualise and Client Portal? Join me here on Wednesday 4th December from 3pm to 4pm. With years o...
client engagement
xplan
sharyn.evans8's avatar
sharyn.evans8
Virtual Explorer
5 months ago

lachlan.fuller we are planning on enabling 2FA on our client portal in the New Year after successfully transitioning most clients over to it earlier this year. Can you please advise what we need to consider before we do this, given that many of our clients travel overseas and will need to be able to access their 2FA code either via email when travelling or locally via SMS. I have read we need to have a Country Code recorded for all client mobile phone numbers- is this correct?

  • lachlan.fuller's avatar
    lachlan.fuller
    Icon for Iress Contributor rankIress Contributor
    5 months ago

    Thanks Sharyn,

    A very timely call out as we have seen a marked increase in 2FA use for Client Portal in 2024 and expect that to continue for the foreseeable future.

    Yes, 2FA does require the country code to be added against the mobile phone record.  This is irrespective of where the client is.  You must also ensure that 'Preferred SMS Mobile' is set otherwise the user will not be presented with the option to enrol this device.

    Client Portal has always required users to have a preferred email address, so that is an additional option available to clients.

    And while authenticator apps are not yet available for Client Portal clients, it is another consideration that we would like to introduce.

    I hope this helps to answer your question!

    Lachlan

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