Forum Discussion

Darren

Curious Observer

12 months ago

Client portal

What is the most user friendly client portal?

client engagement

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

11 months ago

Great 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. 👀