Webinar Replay: Introducing Client Portal
Check out our newest feature in this month's Accelerate webinar - the Asset-Map Client Portal.
The Client Portal helps you deliver more personalized service at scale, build goodwill through transparency, and create a more interactive experience for your clients.
See how you can empower your clients’ financial journey by providing secure, on-demand access to the Asset-Map experience.
Hosted by: LiaJean McHenry, Sr. Training Manager