Blog Post

Xplan Hacks
1 MIN READ

Client portal hacks

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Advisely-Team
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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
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Darren
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