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Client Online Access is a component of the XPLAN Client Focus module. It allows you to securely publish CRM data for clients to view and edit on your website. As the adviser, you are always aware of what data is changed, and when.
Empower your clients.
Clients monitor their own portfolios online, in their own time. They can view their investment portfolio, update contact details and complete online Risk Profile questionnaires. As the broker, you can tailor online access for individual clients, making sure they only see what they need to.
Give clients control.
Direct input into your CRM, via a secure and controlled online portal. This means you always hold correct and current client data, straight from the source.
Make it seamless.
White label branding integrates Client Online Access directly into your business website, creating a seamless transition for clients from your business website to XPLAN.
Find out more
Website integration provides more information on XPLAN for client websites.
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Features
- Clients can access portfolio analysis, reporting, marketing information, news, market data and order information
- Integrate into your website, with configurable branding and screen layout
- Collect fact find data directly into the CRM
- Conduct online presentations in real time
- Track client access and usage
Product: XPLAN Client Focus
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"Secure, controlled client access to your CRM."
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