Forum Discussion
Cass
Virtual Explorer
First time poster here :) We're about to go live with XPlan client portal and I'm curious on the UX for older clients. Anyone have any feedback on uptake for those clients who aren't overly tech savvy?
Rainier-Reyes
Advisely Team
7 months agoGreat to have you here Cass ! Exciting to hear you'll be going live with Client Portal - I'll be interested to hear what our members' experiences have been too. 👀
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