The system offers the ability for the client and to interact with the advice you have provided and also to allow them to give you further instructions on an as needed basis.
Just as you do, the client logins in via the portal and is taken to their own view of their Dashboard
You will see that the client Dashboard view allows the client to;
- Review their Financial Objectives
- Manage their Cash flow
- Review their Insurance
- Review their Superfund and retirement goal
- Review their Investments
One of the key aspects for an Adviser to understand is that any action by the client on any aspect of their file is instantly reported to the Adviser and will show up on the Advisers Dashboard
You will also see that you can offer the 'My Toolbox' range to your client, this is for use by the more engaged client and once again, all activities relating to the client file is reported to the Adviser.
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