Session objectives

The session will provide you with an understanding of:

  • the benefits of using Client Portal within your onboarding and review processes.
  • how to manage client onboarding using Xplan and Client Portal.
  • how to enable clients to set the agenda for a review discussion using the Client Portal’s review check-in functionality.

More in this series

“The Xplan training is excellent. It was delivered at a good pace and Iress made it very easy to understand”

Streets Financial Planning