10.02.23

Portals Are Good for Clients and Financial Planners, Study Reveals

by: Steve Randall

A new study from the Financial Planning Association and eMoney Advisor found that client portals are one of the stand-out technology solutions that, when used effectively by financial planners, can make a meaningful impact, for both planners and clients. One of the most important benefits for financial planners is improved client trust, with 80% of survey respondents saying it has made a substantial difference in this regard. Almost two-thirds reported greater client loyalty, 55% said clients were more satisfied with their practice and 67% said the use of client portals has boosted referrals.

Read the full article on InvestmentNews