Silver Online’s customer access portal allows advisors to create websites for clients to review their plan data and financial planning report from anywhere. Advisors determine the extent to which clients to have access to data and reports.
Customer Access Options:
– No Access
– View Plan Data
– Edit Plan Data
– View Plan Data + View Report
– Edit Plan Data + View Report
– Unlimited or Restricted Access Period
The Customer Access User Guide walks through setting up customer access and provides an overview of the customer access portal from the client perspective.
Try the customer access feature with your clients with Silver Online now.