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We have put together user scores and reviews, a checklist of integrations and we give our own NextWealth view on each of the principal client portals listed below. Click on a product name to see more, and if you have come across another good tool that you think we should cover here, please contact us.
360 Dotnet has developed 360 Lifecycle as the ultimate practice management system for financial services businesses, providing benefits to 1 in 5 mortgage brokers. 360 Lifecycle can deliver a significant reduction in the costs of running a business, by saving valuable...
Client Portal - Adviser Office
Client Portal is a fully hosted cloud solution offering your clients 24/7 access to their information held within Adviser Office. Client Portal gives you more flexibility in the service you can offer your clients. Whether you choose to make Client...
Client Portal - Xplan
Iress launched its new Client Portal in 2019, replacing it’s first gen ‘Client Touch’ portal. Customised and connected, Client Portal is the secure way to give your clients an online view of their investments and financial life. Accessible via...
Filehaven has been designed to provide a simple to use but encrypted channel for communicating and sharing files with clients and contacts. It can be easily branded online and costs £15 per team member + VAT for unlimited contacts, conversations...
We believe that technology should make your life easier, taking an existing process and providing new benefits in efficiency, time-saving and capability. Our portals and apps are designed to complement your client relationship, helping them to track all of their finances...
myprosperity empowers advisers and their clients to make the most of their finances. Powered by live data feeds, the client wealth portal offers everything from cashflow to budgeting, property, tax, and estate planning. Clients can manage their entire financial world in...
The Personal Finance Portal (PFP)
Working hand-in-hand with Intelligent Office (iO), Personal Finance Portal (PFP) gives users and their clients an invaluable tool on which to view financial information and interact via a secure, online 'hub' anywhere and on any device.