Client portal

What is the most user friendly client portal?

client engagement

Peter.Worn

Advisely Partner

2 years ago

If you mean client as the 'user' then our feedback is MyProsperity has great feedback. Especially given that its a app based experience on phone.

Recent Discussions

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Your Visualise and Client Portal questions, answered

We recently hosted an AMA on all things Visualise and Client Portal. What did we learn?

lachlan.fuller Xplan Hub

Using Xplan Client Portal as a Document Vault

Hi All, I'd be interested to know if any other practices are using the Xplan Client Portal as a Document Vault for clients to upload important documents such as Wills, PoA's etc? Our clients love...

sharyn.evans8 Discussions

Client portal

🤓 Xplan Hint: Client Hub - your one-stop-shop for client activity

The Meeting System Myth: Why Structure Beats Style Every Time

Form type Checklist in Notes for ongoing use?

The Offshoring Blind Spot: How Poor Systems Cripple Profitability

Your Visualise and Client Portal questions, answered

Using Xplan Client Portal as a Document Vault