Partner help centre
Wealth Portal
Webinars
2021 April
Expert advice on using the portal to enhance your client relationships and extend your services
28 April 2021 03:51
Articles in this section
Learn how to make the Cashflow feature work for you and your clients
Learn how to set up and configure your mobile app
Expert advice on using the portal to enhance your client relationships and extend your services
Discover how to use integrations to increase practice efficiencies
Discover how easy it is to request e-signatures from your clients in the portal
Explore best practices for using the client management feature including your client list, to-dos and goals
Helpful guides: Setting up admin, configuring, security, staff and integrations