Advisers urged to adopt client portals to add value to their firms

Speaking at  the Financial Technology Research Centre's (FTRC) Empowering Advice Through Technology 2024 conference today (18 January), head of advisory operations Jon Dear said advice firms with a digital client experience would be valued more in the market. "Firms without a client portal should strongly consider adopting one," Dear said. He told delegates that a client portal would also lead to improved client relationships. "Firms should take a strategic view and think about what client portals would do for their business. The portal enables advisers to put their firm front and ...