Adviser Portal

The Adviser Portal is the central point of information for all clients within an adviser’s business. Combining all the CRM functionality your practices requires, and up to date client information at both a portfolio and personal level, the Adviser Portal can become the engine room to manage any finance professional’s client base.

All of your client’s details are just a click away. The Client Data Centre can be accessed directly using built-in functionality via the Adviser Portal page. The Client Data Centre is an extension of the Adviser Portal and allows the adviser to view all client details ranging from static data through to risk profile and client interests.

The key features of the Client Data Centre are:

  • Regularly updated news and alerts section that is specific to your client.
  • Complete document storage facility to enable you to view original application forms, tax reports, dividend statements and any ID on file.
  • Record and save any notes relevant to your client.
  • Selection of pre-defined email templates to email your client directly from the Client Data Centre page and have the email permanently stored against the client record.
 
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