Build Trust and Drive Revenue with Premium Client Portal

Learn how you can deliver a more personalized experience and strengthen client relationships.

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Premium Client Portal Features

Mobile App

Offer an app to your clients that has an intuitive installation process with a streamlined interface for a user-friendly experience.

Explore

Users can independently explore relevant financial topics to gain insights without impacting their existing plans. They can adjust data, test decisions, and visualize potential outcomes—fostering deeper financial understanding and more collaborative planning with their advisor, all in a worry-free environment.

Personalized Homepages

Create a strong first impression by highlighting the most important data to your clients and allowing them to customize their homepage.

Engage and Delight More Clients

Save time collecting valuable planning data

Gain trust earlier in the planning process

Deepen relationships with a view into clients' full financial pictures

Take Your Client Experience to the Next Level

Request a demo of Premium Client Portal to see how you can leverage this powerful tool in your own practice.

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