• Janis Donnelly-Coode

Client portal - choose your recommendations


We know that clients are different, that different firms have a different style of clients, and that even with in the same firm you have different types of clients. We recently changed the client intake process so that you could choose which parts of the questionnaire you send to your clients (more on that here).


We have now updated the client portal so that you can choose which documents you ask your clients for. You can still rely on our automated prompts if you like, which change depending on the asset information that the client has given you, but if you know you want something different you can now change the recommendations quickly and easily.




if you would like to have a look at a video to get you started with this new feature, then you can do that here -




If you don't know how to send the client portal to your client, then you can read about that here.


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