Article Category: Client Portal

  1. Home
  2. Client Portal

Client Portal

The Client Portal provides a secure mechanism for exchanging messages and documents between you and your client. For Advisers, the...

Client Portal – Full Portal

This short video contained within this article is a walk-through of the full version of the FinPlan Client Portal. The...

Client Portal Agreement

The Client Portal and other services are offered to you and your clients under the terms of our standard licence...
Next Page »