FinFolio portals are a great and innovative way to communicate with your clients by providing real time reporting they can log into and access at any time. Portals can provide a more detailed view into a clients portfolio where they can dynamically adjust time frames and data sources as well as drill into specific aspects of their investments, otherwise not shown on traditional PDF reports.
With all the uncertainties surrounding COVID, financial advisors are seeing an increase in client engagement and inquiries regarding their investments. FinFolio Client Portals are a way to litigate an outpour of client calls by providing more detailed insight into portfolios, market trends and firm updates.
Use FinFolio's free text field to provide market and firm updates
On FinFolio, you can use our free text component to provide a personalized touch to communicate with your clients and provide market updates as well as information on how your firm is handling this crisis.
Our free text field has the ability to embed email addresses, phone numbers and other dynamic calculations, such as market value, into the text.
You can use the free text to set the tone for the rest of the information by having this component as a landing page so it is the first thing the client sees when they log into the portal.
Embed videos into your client portal
Videos are a great way to ease uncertainty, as they put a more personalized touch and show a face behind the scenes. Videos can easily be embedded into the client portal to provide a quick welcome or a more detailed quarterly update.
Show market trends using FinFolio's large component library of charts & graphs
From Pie Charts to line graphs and sunburst charts, FinFolio has hundreds of different ways to display client data.
Use our line chart to compare a clients performance against indexes to show how their portfolio is comparing to the rest of the market. Clients can adjust the time frame at the top of the chart themselves and watch the graph change dynamically with the time frame they are asking for.
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Use pie charts to show a clients current holdings and the weight of each position grouping. You can group these by asset class, sector, industry and much more! FinFolio even has custom groupings you can assign to your securities if there are classifications specific to your firm.
Using our secure document vault
FinFolio currently integrates with box.com to provide you and your clients with a secure way to hold all your key financial documents including tax returns, insurance documents, estate planning and much more! Advisors can push any of these out to the clients, or clients can upload documents themselves in the portal. FinFolio uses box.com to safely store all documents, which can be archived and available for you to view at any time.
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These are just some of the MANY ways you can use FinFolio client portals to communicate with your clients and ease concerns during these uncertain times. Have questions or want to find out more? Please contact support@finfolio.com to learn the best way to have client portals work for your firm!
