jessica.lamb
Advisely Partner
2 years agoWhat 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...
mat.tenison3
Advisely Board
2 years agoHi 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!
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