Advisor Portals is the newest creation from Make It A Great Day, Inc. This stand-alone communication tool allows financial advisors to share documents, manage projects/tasks/events, and publish articles for their clients.
Advisor Portals
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December 12, 2010
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Advisor Portals is the newest creation from Make It A Great Day, Inc. This stand-alone communication tool allows financial advisors to share documents, manage projects/tasks/events, and publish articles for their clients. AP shines with its flashy menu bar, and it's ease of use for clients and administrators. Of course, we've also built in the functionality tools that make it simple to communicate with clients and manage users. If security and compliance are a concern, you can gain piece of mind, because we've got that covered through a 256 bit secure SSL, daily backups, monthly automatic archives, and a manual archive/download feature.
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