Oreana Advanced Client Portal Integration

Take your practice security to the next level and
see more clients with the Advice Revolution digital client fact find

Date: 2 March 2023, Thursday
Time: 1:30 pm (AEDT)

The webinar will be hosted on this page on the day

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
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