What Are the Benefits of Shared Access for "Couple" Clients?
When an adviser sends a separate client portal invitations to a couple, both partners can still see each other's Fact Find questionnaires and tasks. This means any updates a client makes will be reflected in real-time on the other's portal.
Benefits of Shared Visibility:
1. Improved Efficiency: Having shared access streamlines the process for couples, allowing faster completion of Fact Find questionnaires.
2. Quality Information and Documents: Both partners can stay on the same page, collaborate more effectively, and review each other's information and tasks to ensure accuracy before submission.
3. Better Communication: Shared access fosters better communication and understanding between partners throughout the financial planning process.
Need more help?
If you have any questions about the process of giving couple clients access to Client Portal, please don't hesitate to reach out to our support team at support@advicerevolution.com.au. Alternatively, if you want to book a 20 to 30-minute Zoom session with our team, kindly use this calendar to book the session.
Published on July 11, 2024
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