Client Portal

The 360 Client Portal webinar will lead you through accessing your back office system to immediately view what your clients have shared with you including any changes to their financial situation so that you can offer a faster, more effective service. You will also get an overview of the client’s perspective so that you can easily encourage them to plan for the road ahead. (This session should last approx. 40 mins)

If you would like to watch a free, online training video of our Client Portal, you can do so here.