The portal is a great combination of technology and expertise. Your clients can use the technology for those things that can be automated and when they need advice from an expert they can access their services through their portal account. Discover how Advisors can engage with the portal.More information
Earn new revenues
When your clients subscribe to the portal to manage their HR and compliance admin your revenues build. It’s easy to develop a predictable, recurring revenue stream because the Portal will WOW your clients and our friendly team will help them decide which package they need. As their circumstances change they can adjust their subscription so they tend to be clients for life. See the Fees Calculator.