We’ve made it very easy for you to remind clients why they need you.
All the tasks you’ve completed for a client over the past 12 months are now conspicuosuly displayed on each client’s home page.
This important new feature in the Advisor Products Client Portal is integrated with Redtail Technology’s CRM. So when you input an Activity in Redtail, it shows up automatically in a client’s portal.
With advisory firms under financial pressure because asset values have plunged in the past year, showing each client a list of tasks you’ve completed is a way of building loyalty. In light of the bear market and advisor Ponzi-scheme scandals, it is critical to regularly include this information in client communciations.
Many tasks advisory firms handle for clients go unnoticed or are quickly forgotten. Clients may not know when you’ve spent hours rebalancing their accounts, updating their financial plans, or researching a problem by speaking with their attorneys or accountants.
The Advisor Products Client Portal Platform—the only advisor system dedicated solely to advisor-client communcation—makes it easy for you to remind clients of all the work you’re doing for them. It also provides a plethora of other information designed to strengthen your relationships with clients.
Redtail costs $600 a year and portals for 100 clients costs $2,200 a year. Together, these two best-of-breed applications form the solid core of any advisory firm’s practice management system. And they’re each integrated with almost all of the leading PMS and financial planning applications used by advisors.