In Practice

Three reasons to adopt a client portal in 2023 [VIDEO]

Peter Bryant  |   09th Dec 2022 | 2.38 min read
Client portals are a huge opportunity for advisers to engage clients and better protect their security. In less than three minutes, find out how client portals can help advisers from Morningstar Australia's Head of Business Development and Strategy, Peter Bryant. https://assets.contentstack.io/v3/assets/blt0b299fb5208b8900/blt13d4ba285f8c9b0d/6392a5d1084bc12cda2231f9/Three_reasons_to_adopt_a_client_portal_in_2023.mp4

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