Keep clients involved
A shared starting point for the next conversation
Give clients a dedicated portal for their financial information, questionnaires and shared documents, connected to the work of your advice practice.
What clients can do
Help clients contribute the information your team needs and return to the material you share.
Financial information
Clients can access areas for income, expenses, assets, liabilities, goals and protection. Dedicated entry forms help them contribute details for your practice to review.
Questionnaires
Give the conversation a clear starting point. Clients can access questionnaires and provide responses, while the adviser keeps the information with the relationship.
Documents and files
A dedicated documents and files area gives clients a place to access shared material. Use it alongside the client record when preparing for meetings and follow-up.
Contact with the adviser
The portal includes an adviser-contact area, keeping the next conversation close to the financial information the client is reviewing.
A practical walkthrough
From a client update to a prepared meeting
- Invite the client from their record and introduce the portal as part of the service your practice provides.
- Ask the client to review relevant financial information and complete the questionnaires needed for the conversation.
- Review what the client has provided, clarify missing details and prepare the next meeting.
Keep your practice identity visible with configurable branding. See the client experience overview or explore review preparation.
Get started
Walk through the client experience
Walk through client records, lead onboarding, workflow boards, modelling and the client portal with someone who knows Australian advice practices.