Take our two-question poll now and let us know your thoughts!

What is a client portal?

A client portal is an electronic gateway to a collection of digital files, services, and information, accessible over the Internet through a web browser. The term is most often applied to a sharing mechanism between an organization and its clients.

A financial advisor, for example, can provide his or her clients with a portal in order to electronically share up-to-the-minute information on the client’s account balances, performance, allocation, and holdings. All the information can be viewed in one place—an added convenience for the client, and an effective way for the advisor to manage an abundance of client data.

The advisor and client can also use the portal to securely share data with other professionals who are serving the client, such as the client’s accountant and attorney. The intent is to streamline communications and enhance collaboration between members of the client’s financial team.