What is a client portal?
A client portal is your own online proposition. It’s a way for you to deliver a better client experience. It brings together all of the things that you manage for your client – their investments, their savings, their pensions, all of the assets that you hold for them, alongside your documentation and secure messages for communications. It’s an effective way to complement your advice service proposition, and it also allows your clients to bring together the things that are important to them financially that you may not look after for them. This could be their bank accounts, their credit cards, their property, or their insurances, all stored securely in one place for them.