Advisely Team
Iress ContributorThanks sally.warncken ,
Client Portal aims to provide efficiency and better engagement with clients while offering flexibility around how advisers use it within their practice. If you simply want to use it as a means of securely sharing messages and documents, that is available. If you want to display assets and liabilities as well, that is available. And if you want a more full featured experience with Portfolio data and reporting capabilities, these can be added on too.
Included in all access options is the digital fact find, available out of the box, and can be customised as well as offering multiple journeys specific to the customer. Building on this, we are currently working to produce an output report that will give advisers a snapshot of all the changes a client has made in the journey.
Based on my conversations with advisers to date, the updating of fact find data and including specific pre-meeting questions, adds real value and reduces the time spent in meetings capturing this. Broadly we want the fact find to give advisers more time to have meaningful conversations with their clients.
Finallly, I will add that many of our practices advocated for the addition of Portfolio reports in Client Portal, if that is of interest, you can get in contact to deploy that in your Portal.
Hi Lachlan,
How are you seeing advisers use the client portal for document uploads (on the client side)? I was thinking that we could add a blank note in XPlan with a subject heading 'Reply to upload your documents'. Then when a client logs into their portal they can simply reply to that note and upload their docs - do you know of a better or more effective way to do this?
Iress ContributorHi daniel.weeks ,
So sorry for the delayed response, and thank you for your question!
Client Portal can be configured so that both advisers and their clients can get notified via email when a document is uploaded.
Check out this article for how to set up client notifications when an adviser adds a document, and this one for adviser notifications when a client uploads a document.
Here are some other notifications/templates you can set up on Client Portal for an effective experience. Please let me know if you have any other questions.
