Direct integrations are a great way to consolidate client information from other platforms without the need for client intervention. Portfolio or SMSF information can be added to a client’s portal quickly and easily and provide a smoother onboarding process for your clients.
Based on your Partner Subscription level , you can link your third party platform with the portal and link individual client information. Your client’s Information will flow into their client file and assist you to develop an accurate evaluation of your client’s personal wealth.