The Finaeo Client Portal is a major step in helping advisors bridge the digital divide and ensure security and compliance of sensitive information. With this new Finaeo tech tool to enhance insurance broker workflow, you can now invite your clients to a portal, which is branded for you.
Streamline your Client Onboarding with the Finaeo Client Portal
The insurance industry has struggled with centralized information across carrier websites, email, and file folders for years. Not anymore! Financial advisors can provide a branded onboarding experience and access to a secure way to store and share client information through Finaeo’s Client Portal.
Finaeo Client Portal includes a number of features – custom branding, notes, documents sharing, and custom FNAs.
Branding
You no longer need to manually upload your branding information for every report or FNA created. Now do a one-time update to your profile with your branding details to generate branded FNAs and Product Comparison Reports for your clients every time. Custom branding will also automatically appear in your Client Portal and Advisors/Brokers Landing Pages, launching soon.