Client Portal

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)

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...

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Advicefront is a single hub from which you can manage all of your client relationships. Collect and store client data, collaborate on investments, and even take payments. You’ll save time, headaches and lots of paper, whilst giving your clients a...

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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...

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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...

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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...

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intelliflo personal finance portal

The intelliflo personal finance portal gives you and your clients a secure shared resource where you can communicate any time, from any device, while offering your clients a bird’s eye view of their financial information and the value you’re adding. PFP –...

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A private FinTech firm specialising in account aggregation client portals and mobile apps for the wealth management industry. moneyinfo offer a better client experience to financial advisers, wealth managers and discretionary fund managers through the provision of fully white-labelled client...

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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...

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League Table: Client Portal

Our league table ranks the Client Portal providers in order of the user's willingness to recommend. The rating is provided from the user reviews we have received. To be included providers must have received a minimum of 20 reviews.
Based on 107 reviews
Based on 21 reviews

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