Client portal

What is the most user friendly client portal?

client engagement

Cass

Virtual Explorer

2 years ago

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

2 years ago

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. 👀

Recent Discussions

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

Recent Discussions

🤓 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

Related Content

Your Visualise and Client Portal questions, answered

Using Xplan Client Portal as a Document Vault