Client portal hacks
Insights show that advice firms that communicate more frequently (generally once a month) 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.441Views4likes10Comments3 favourite Xplan hacks
Going deeper with a limited number of software applications streamlines processes, reduces complexity, and minimises room for error. Advice firms that are getting more done, faster and with greater efficiency than the rest. Here’s 3 Xplan hacks to help you do just that!205Views1like0Comments