jessica.lamb's avatar
jessica.lamb
Icon for Advisely Partner rankAdvisely Partner
2 years ago

What is your number 1 requirement when it comes to managing Client Correspondence?

There is no shortage of correspondence and communications between an Advice Practice and their Client. This can come direct from the client, from their accountant, from fund managers not to mention t...
clients
compliance
policy
practice management
technology
xplan
mat.tenison3's avatar
mat.tenison3
Icon for Advisely Board rankAdvisely Board
2 years ago

Hi jessica.lamb , we're currently in the process of transitioning to a client portal which allows us to share documents and communications. It's been a slow burn over the last 6 months but starting to get some traction. The main issue or roadblock is client access and occasionally having issues using the portal itself. This is a big priority for us this year as ceasing all personal information over email is the end goal for security purposes. Hopefully in the not too distant future we will be 100% through the portal for document and data sharing with clients!

  • jenny.brown's avatar
    jenny.brown
    Icon for Advisely Board rankAdvisely Board
    2 years ago

    Great to hear mat.tenison3 we have trialled sharepoint links, but that hasn't been great.
    We have recently trialled documents within XPlan client portal and it's working really well.  With many of our clients already using the portal for their portfolio valuations it made sense to expand this and include document sharing both ways.
    Whilst we've had a couple of teething issues, it seems to be a resounding success and helps with security.
    Like you with a couple of exceptions for some of our older clients, I believe we will be 99% through the portal within the next couple of months.

Welcome to the Advisely forums!

This is where financial advice professionals from all walks of life come together to share knowledge, swap ideas, solve problems, and talk all things growth and efficiency.

Here are some tips when posting in the forums:

  • Be respectful and courteous to fellow members
  • If a reply helped you, mark it as a solution so other users can find it easily
  • Take a moment to read through our Community Guidelines
  • For Xplan support issues, it's best to raise a ticket in Iress Connect first. You can also search the discussions for posts about the same issue first before starting a new thread.
  • Keep an eye out for our 'Ask me anything (AMA)' threads – these are live text-based Q&As with industry and Xplan experts during a set period of time. Find out when the next one is happening here.
  • Don’t be shy! You don’t need to be an expert to help someone out. Many users are looking for practical advice, shared experiences, or just a fresh perspective
  • Introduce yourself and meet other members here!

We’re glad you’re here – see you around! 😁

Recent Discussions