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
