Client portal

What is the most user friendly client portal?

client engagement

conrad

Advisely Contributor

2 years ago

We've been using MyProsperity since 2017 and find them fantastic to deal with and our clients whilst resistant early on have adopted the platform well, especially given the secure portal.

deborah.kent
Advisely Board
2 years ago
conrad we have just engaged My Prosperiy finding it great

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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