Coffee Break

What Are Client Portals And Why Might You Need Them?

You may or may not have heard of client portals if you’re a business owner. If you haven’t, you’ve come to the right place! If you’re thinking of using them but you’re not sure whether you should or not, read on to learn more about them.

A client portal is designed to make lives easier for clients of service professionals, such as financial advisors. They are slowly but surely increasing in popularity, so you may have discovered them at just the right time. You can easily interact with your clients with the help of a client portal. You can share files, discuss what you’ve been doing, and manage tasks in a secure online environment. Depending on the brand of the client portal, they can be pretty different. It all depends on the niche market they are aimed at and what you want your clients to be able to achieve.


If you’re the kind of business who feels you would benefit from working closely with clients, a client portal could be the perfect solution. Uploading and managing large files is simple with a client portal, so it isn’t as restricted as many email services used today. You can even use your client portal to work with employees in a secure environment.
One huge benefit of client portals is customer service. Every business owner knows how important customer service is. When you begin using client portals, you open up a better channel of communication, easily managing projects and tasks. Just take a look at the following infographic to see what else client portals could do for your business!


Infographic Produced By Client Portal