2plan launches client portal
Share
2plan Wealth Management has launched a new client portal.
The portal, Horizon, provides online access to personal policy details and valuations direct from product providers.
the service is available to all 2plan’s member clients who choose an ongoing fee-based premium service.
2plan chief executive Chris Smallwood says the portal will enhance communication between adviser and client, and will act as a client retention tool.
He adds: “Whilst many firms use websites simply as a cheap way of servicing lower-revenue clients, the Horizon portal service is aimed at giving added service to high-net worth clients as an integral part of their ongoing service agreement. This not only enhances the communication exchange between advisers and their clients but also provides a powerful client-retention tool - complementing the overall advice process”.
If you enjoyed this article, sign up here to receive daily email updates from Money Marketing and Follow @_moneymarketing
