Have you discovered the XPLAN Client Portal? It offers your clients a seamless online view of their investments and financial journey. You can enhance their digital experience by tailoring the perfect setup for them and your business…smoothly integrating modules for advice, transactions, content, communication, and account management.
Step into your clients’ shoes and imagine an online client portal available from day one that keeps them engaged throughout the onboarding process. They’ll feel truly involved and in control while enjoying a personalised service similar to other transactions and experiences they’re accustomed to – just what they’d expect from advisors.
Integrating the XPLAN client portal into your business is an effective method to grant clients access to vital financial information and tools. But before you turn on the portal you should consider some important points:
Why have a client portal?
Defining your portal’s purpose comes first. Begin by pinpointing key issues within your advice business that could be resolved using the Client Portal. For example, are you looking for a secure way to exchange documents? Do clients often call to ask questions about their portfolio performance or to update you on their contact details? Or are you just wanting to add more value to your client experience?
Before its implementation, decide what information and tools you’d like your clients to access, such as financial reports, investment performance, account balances, or online calculators.
Xplan enables you to tailor the client portal with your distinctive branding by adding logos and colour schemes. Additionally, you can choose which modules or features you wish to incorporate or suit your needs.
Oranising user accessibility and define user access for clients by setting up usernames and passwords along with designating client accessibility. You’ll have three distinct versions of the Client Portal available to opt for on a client-by-client basis.
- The Messages view is a core feature in all flavours and includes two-way secure messaging and document storage, custom folders and documents for related entities, as well as digital signatures
- The Assets view includes everything available in Messages view, plus a Balance Sheet / Net worth position, managed / non-managed assets, contributions / withdrawals
- The Portfolio view is the full extent of the functionality we have available and includes portfolio valuations, allocation data, performance, transaction history and ad-hoc valuation reports
Be aware that some clients will need more guidance than others. Facilitate training and guidance: Supply clients with resources like tutorials or webinars to help them navigate the client portal confidently. Offering access to a helpdesk or support team will elevate their learning experience.
Lastly, analyse usage and obtain feedback: Monitoring usage patterns and collecting feedback from users post-implementation aids in identifying areas that require changes or updates, refining overall client satisfaction.
With these tips in mind, you’re well-equipped to launch Xplan’s Client Portal and grant clients smooth access to valuable financial resources!
Schedule a call with us at 1300 361 973 today or click here to guide your way to successfully implement the Xplan client portal.
