Oreana New Client Portal Integration
Take your practice security to the next level and
see more clients with the Advice Revolution digital client fact find
In partnership with
- We are the preferred Client Portal for Oreana Advisers
- Complete the whole Fact Find digitally with the client OR have the client complete it themselves
- Satisfy licensee cyber security requirements by using a client portal for client interactions and document collection
- Complete your GOALS and SCOPE in AR and have it flow to XPLAN
- Advisers consistently rate our Client Portal experience better than using XPLAN alone
- Get back up to FOUR HOURS of your precious time per client
- Significantly accelerate your advice delivery timelines
Missing this webinar is throwing away hours that you’ll never get back