Our secure client portal makes delivering advice as easy as it should be
Centralise your client communication, improve your data security and deliver a seamless digital experience to your clients.
Think you’ve seen client portals? Think again.
Protecting your clients' data should be your top priority, and the consequences of a security breach can be devastating. Stay informed about the advantages of using password-protected PDFs versus a Client Portal to ensure your clients' information is always safe and secure.
One central, digital location for your clients to update their information, and share documents. Simple, seamless and secure.
It's time to upgrade how you do business
Stop chasing clients for info
Save 4 hours per client and weeks off your onboarding process
Stop using unfriendly tech tools
Our client portal shares information seamlessly with your CRM
Giving advice should be easier
Keep things simple by having one place to work with clients
Go from this
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Complex & time-consuming
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“Over 95% of clients embrace the client portal - even clients in their 80s! The Xplan integration is fantastic and I love having a safe and easy place to interact with my clients."
John Hill
Murphy Hill Private Wealth,
Oreana Financial Services
Oreana Financial Services
Welcome to our new client portal
Digital Fact find
Secure client portal with 2FA
Digital signatures
Request of documents
Client task management
Integrated with advice CRM
All this for $99
per month per adviser
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