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Michael Kinens
Accessible via mobile, tablet, desktop and laptop, the Client Portal offers a contemporary, easy to navigate front-end interface where your clients can engage with their financial information and interact directly with your business through secure messaging.   The cloud hosted front-end interface provides information and functionality for your…
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in Feature Guides
Michael Kinens
Click to view contentCreating efficiencies within your business should never come at a cost to the experience your client's enjoy.  It's not unusual to fall into the trap of being 'inwardly' focused when dealing with internal procedures, but all too frequently these steps intersect with the client and, as a consequence, it's vital that their outcomes are considered. …
in Feature Guides