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

Oreana Financial logo
  • 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

Date: 2nd March 2023
Time: 1:30 pm AEDT
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