Client portals are an absolute necessity for a well-defined client experience. Portals are the foundation of the digital relationship between a client and their firm. Portals allow a centralized hub ...

Focus Financial, which has worked to unify its national footprint of advisors, is rolling out a new advisor and client wealth portal for its $95.9 billion Focus Partners Wealth division. Some Focus ...

Zanda announced major client portal upgrades, giving health practices more customization, control, and self-service tools for a seamless client experience. The new branding options are giving health ...