Why you shouldn’t delay implementing a client portal.
You shouldn’t delay implementing a client portal, not least because your clients will expect to be online having access to the investments that you look after for them. We often hear firms saying they can’t implement a portal because their back office data needs cleansing. This isn’t the case, because of the way the portal works, we aggregate the best source of data available and it actually helps you cleanse your data as you go along. If you decide you do want to change your back office system, you can do so, but your client won’t be affected and they will continue to receive a great experience.