Client portal
What is the most user friendly client portal?
deborah.kent
Advisely Board
Advisely BoardWe have just taken on My Prosperity, we found it the most efficient one we researched over the past 12 months, it is early days however our clients are loving the experience already, the efficiency can already been seen. We hope to have all our clients converted to it over the coming months.
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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...
