Client portal
What is the most user friendly client portal?
conrad
Advisely Contributor
Advisely ContributorWe'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
Advisely Boardconrad we have just engaged My Prosperiy finding it great
Recent Discussions
Related Content
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...
