Today we launch the next generation of FinFolio's client portal. It has numerous improvements over the old portal.
Overview
The FinFolio client portal is your online interface with your clients. You can exchange documents with them in the secure document vault, including your quarterly reports which avoids printing costs. Give clients live access to any FinFolio report, allowing them to self-service many information requests, further reducing your support burden.
Every element of your client portal is customizable. You can remove access to certain functionality or add new functionality like blogs and informational pages. Your portal will be customized with your fonts, graphics and other branding.
