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PowerPortal Online Client Portals Features & Benefits
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FUNCTIONALITY/FEATURES -
Our client portals and web services offer highly scalable and customizable solutions for your firm and clients.
PowerPortal is a perfect solution for efficiently sharing and exchanging electronic documents and data files with your clients. Common uses for portals include:
- PowerAdvisor Investment Reports
- Brokerage Account Statements
- Fee Agreements & Firm Engagements
- ADV Part II
- Privacy Policies
- Investment Policy Statements
- Client Account Forms, Documents, & Communications
- Research & Analytics Reports
- Newsletters
- Powers of Attorney
- Financial Plans & Estate Plans
- Wills & Trusts
Features
PowerPortal is an easy way to share critical information with your clients and provides affordable anywhere access to important documents and data files.
Access & Convenience
PowerPortal allows you to offer an accessible, convenient method to distribute, share, and exchange information with your clients.
- Provide secure, anytime, anywhere access - 24/7
- View, print, and download documents or data files from anywhere with internet connectivity through a simple web-browser interface.
- Access portals by linking directly through your firm's website or via our system at www.PowerPortalOnline.com.
- Email notifications are automatically generated whenever something new is placed into a portal.
BENEFITS
- Getting started is fast and easy with a one-time setup for the portal, user ID, and password.
- Uploading documents, files, and data (regardless of size) is simple and quick.
- Better retain current customers and attract more new clients with the convenience of a web-based service offering.
- Position yourself as a vital information source ("Trusted Adviser") by providing clients with additional services and communication channels.
Document Exchange, Sharing, & Storage
PowerPortal provides you and your clients with an efficient way to share, transfer and exchange files, documents and data files safely, securely, and reliably. Portals can provide easy access to important information such as PowerAdvisor investment reports, investment policy statements, fee agreements, billing statements, privacy policies, research & analytics, ADV Part II, and more.
- Unlimited file storage space and document exchanges. And, there is no size limit on the files you can transfer.
- Upload and store documents and files in most electronic formats including MS Word, MS Excel, Adobe Acrobat PDF, text files, database backups, and scanned documents.
- Instant access to data and files once they are uploaded into portals.
- Generate automated email alert notifications whenever items are placed into portals by you or your clients.
- Grant access to other professionals such as attorneys, bankers, business or financial managers, planners or other key advisers that work with your customers.
- Store information indefinitely or until the time you choose to remove it.
BENEFITS
- Better control the flow of information between you and your clients.
- Confidently know that all information provided is received into a securely protected location.
- Store data for as long as you like without the worry of losing historic documents and data files.
- Enjoy the efficiency of a neatly organized distribution system for delivering and receiving client data files and documents.
Firm Branding & Customizable Options
Create a custom-branded portal system for exchanging business files with clients easily, securely, and professionally.
BENEFITS
- Reflect consistency and continuity between firm branding, website, and portals.
PowerAdvisor Integration & Multiple File Upload
Practice Efficiency, Productivity & Growth
Enhance practice efficiency with streamlined service offerings and reduced expenses related to preparing, processing, and storing hard-copy information.
- Enable client access to information from a variety of sources from a single location.
- Replace or reduce paper-based communications with soft copy documents and files.
- Reduce storage space requirements associated with warehousing hard copy documents.
- Save time with instant distribution and document exchange capabilities.
BENEFITS
- Reduce operating expenses by using less paper, ink, mailing materials, postage, and staff time needed to produce and distribute hard-copy mailings.
- Receive fewer calls from clients requesting copies of documents.
- Attract new clients with a wider variety of service offerings over more communication channels.
- Improve customer retention through enhanced client communication and more efficiently manage client relationships.
Reliability, Security & Control
Protecting the privacy and confidentiality of client information is a critical concern. PowerPortal uses the efficiency of the internet, security of data encryption, and password protection to provide your clients with an advanced level of service. Our portals allow you to securely exchange information with your clients via the internet with:
- Superior 256-bit SSL encryption protection for secure internet connectivity.
- World-class data centers with automatic daily backups to protect your valuable data.
- 99.9% guaranteed uptime, high reliability, and a distribution channel that is significantly more secure than email.
BENEFITS
- Reduce or eliminate emailing client-sensitive information over the internet. Portals are one of the easiest and most advanced ways to ensure document security, safety, and delivery.
- Any information exchanged always reaches the intended recipients through the portal system so documents and data will never be lost in the mail or somewhere in cyberspace.
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