Darren
2 years agoCurious Observer
Client portal
What is the most user friendly client portal?
deborah.kent
Advisely Board
2 years agoWe 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.
Recent Discussions
🤓 Xplan Hint: Client Hub - your one-stop-shop for client activity
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