As an information portal, Client Online Access lets your clients view relevant and useful information as and when appropriate. Alternatively you can use Client Online Access for data collection, allowing your clients to input their information directly into the XPLAN CRM in a secure and controlled environment.

Branding Client Online Access and integrating it into your business website will create a seamless transition for clients from your business website to XPLAN.

Features

• Provide clients with access to portfolio analysis and reporting, marketing information, news, market data and order information
• Integrate into your corporate website via rebranding and screen layout configuration
• Collect Fact Find data to directly into the CRM
• Conduct one-on-one remote presentations via the web in real time
• Track client access and usage
• Web access requires no software or hardware installations