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The crucial role of client portals

In this episode of The ifa Show, hosted by Keith Ford, Hans Egger, managing director of Astute Wheel, delves into the importance of client portals for financial advisers.

The discussion centres on the benefits of using client portals to enhance data security and improve the overall client experience.

The pair discuss:

  • The critical role of client portals in protecting sensitive financial information from cyber attacks, reducing risks associated with email communications.
  • How client portals improve the client experience by facilitating pre-meeting information gathering and offering an intuitive, user-friendly interface.
  • How a detailed audit trail of interactions and document exchanges aids in compliance and provides a clear record of all activities related to client accounts, and more.