Client portal
What is the most user friendly client portal?
Peter.Worn
Advisely Partner
Advisely PartnerIf you mean client as the 'user' then our feedback is MyProsperity has great feedback. Especially given that its a app based experience on phone.
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We recently hosted an AMA on all things Visualise and Client Portal. What did we learn?
Insights show that advice firms that communicate more frequently (generally once a month) with their ‘a-list’ clients are more profitable than the average advice firm. Available through Xplan, Client...
