Communications

A client portal is a hub for communcations between clients and advisors. All communications are in one simple place, avoiding missed calls, emails or letters.

Self Service

Client portals both offer clients better access to information as well as reducing low value calls and inquiries into your advisors.

Do More

A client portal can free advisors from many of the tedious and time consuming client administration tasks. This is time that can be better spent dealing with more clients’ needs.

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Paper free

The costs of paper reporting to clients shouldn’t be underestimated. Providing online account access through a client portal reduces the costs of printing, organising and storing vast amounts of paper copies.

Automated workflows

The automated workflows behind your client portal will vastly reduce administration and manual processes.

Streamline

By simplifying client and advisor interactions, a client portal provides greater visibility on your decisions, allowing you to service your clients faster.

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Educate

An online portfolio portal is a great way to help younger family members learn about wealth management through a medium that they're comfortable with.

Mobile

The next generation will be more likely to engage with a service and relationship that they can connect with through their mobile devices.

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Get Closer

A client portal creates opportunities for richer communcations and more valuable services to be delivered to clients. Both are effective ways to drive referrals.

Real Time

Client portals allow clients to view and review their assets in real time. This can only make you more prominent in their thoughts and conversations with friends and colleagues.

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Simplify

Client on boarding is hugely simplified by a client portal. Capturing client information is simple and all of the necessary processes are automated.

Prepare faster

Because client portals pull a client's information together from all necessary sources, when it comes to preparing for the client meetings or reviews, you can save huge amounts of time.

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