Overview
Today’s investors expect instant access, transparency and flexibility to ensure their financial goals are on track. The financial planning and wealth management industries recognize client portals as one solution to this need. With Practifi Portals, you can give your clients a single integrated hub where they can update important account details, monitor assets and account balances, upload documents securely and view portfolio performance. This article gives you a high-level overview of the Practifi Portals add-on feature.
About Practifi Portals
Built on Salesforce’s Experience Cloud, Practifi Portals are highly configurable. With all of the options available, there's no one way to build a portal. Through a detailed research and implementation process, our team works closely with you to understand your firm’s needs and bring your client portal vision to life.
Practifi Portals pull client information from your Practifi instance into an interactive digital experience. You can add banner images, upload company logos and select colors and taglines to ensure the portal is consistent with your firm's brand identity. Even the client login screen can be customized.
A few features and capabilities available in Practifi Portals include but are not limited to:
- Account balances
- Portfolio performance
- Document storage
- Asset allocation
- Entity management
- Chatter feed
- Alerts and updates
- Educational materials
Requesting a Practifi Portal
Practifi Portals is an add-on service. If you'd like to learn more about creating a client portal for your organization, please contact your Client Success Manager.
Comments
Article is closed for comments.