Client portal
What is the most user friendly client portal?
First time poster here :) We're about to go live with XPlan client portal and I'm curious on the UX for older clients. Anyone have any feedback on uptake for those clients who aren't overly tech savvy?
- rainier.reyes
Advisely Team
Great to have you here Cass ! Exciting to hear you'll be going live with Client Portal - I'll be interested to hear what our members' experiences have been too. 👀
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