Customised and connected, Client Portal is the secure way to give your clients an online view of their investments and financial life. Deliver a better digital experience, choose the best set-up for your business, and easily add modules for advice, transactions, content, communication and account management.
Available through Xplan, Client Portal offers a better way to connect and communicate securely with your clients.
Any digital tool we adopt must be aligned to our own brand values, communicate insightful information and enrich the client experience. Client Portal delivers on this in spades.
Download our fact sheet for more information on how Client Portal can work for your business.
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