Blog Post

Xplan Hacks
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Client portal hacks

Advisely-Team's avatar
Advisely-Team
Icon for Advisely Team rankAdvisely Team
2 years ago

This years’ Financial Advice Efficiency Report shows that advice firms that communicate more frequently with their ‘a-list’ clients are more profitable than the average advice firm. Available through Xplan, Client Portal offers a better way to connect and communicate securely with your clients.

 
Updated 9 months ago
Version 11.0
advice servicing
client portal
clients
sally.warncken's avatar
sally.warncken
Visiting Enthusiast

Hi, I was interested in feedback about the efficiency of the Xplan Client Portal within your business? Although we made attempts to incorporate the portal previously, we encountered stumbling blocks within the system. Despite this, I am eager to reconsider. Updating of data, without the need for doublehanding and a secure upload of client’s documents would be a win. Not sure if there have been any significant updates or enhancements within the last 12 months? But would welcome your positive experience around the portal? Thanks

rainier.reyes's avatar
rainier.reyes
Icon for Advisely Team rankAdvisely Team
9 months ago

Good question and great call out to the broader community, sally.warncken ! 

In the meantime, I highly recommend you check out this article here. It goes through some of the latest client engagement enhancements that are now available in the Xplan Client Portal.

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