At times like this, your clients may have more questions and concerns about their finances and be looking to obtain financial updates and documentation from you more frequently. A Client Portal is your way of realistically managing and delivering on those expectations from home or wherever you are, 24/7.
Client Portal is free for all Xplan users.
How Client Portal can help you stay better connected with clients:
Give clients access to their financial and investment information on-demand 24/7
Send messages to each other securely
Upload and share documentation with each other securely online
Share agreements and forms for your client to sign digitally / electronically
Keep your clients updated as the coronavirus situation unfolds via ‘Announcements’
Stay in touch and make sure your clients are ok using the ‘Review Check-in’ feature
See Client Portal in action
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Here's a closer look at some of the features within Client Portal
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To be able to use the Announcements function, you will need to access this in Umbraco, the Content Management System that powers the Client Portal. If Iress do this for you, please contact your local Iress representative with details of the announcement you wish to post.
Related articles from the Iress community
If you already have Client Portal and need some more help to get the best out of it, you may find these articles useful. You’ll need to sign into the Iress Community to access them.
If your business uses Xplan but hasn’t got Client Portal, we’ve put together some guides to help you think about your client proposition strategy and the next steps if you want to get set up. Remember, Client Portal is free for all Xplan users. Sign in to the community to read these articles:
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