Client Portal

We have put together user scores and reviews, a checklist of integrations and we give our own NextWealth view on each of the principal client portals listed below. Click on a product name to see more, and if you have come across another good tool that you think we should cover here, please contact us.

360 Lifecycle
(360 Lifecycle)

360 Lifecycle was launched into the financial market providing an end-to-end practice management system, that supports financial advisers to grow...

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Advicefront is a single hub from which you can manage all of your client relationships. Collect and store client data,...

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Client Portal - Xplan

Customised and connected, Client Portal is the secure way to give your clients an online view of their investments and...

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Filehaven has been designed to provide a simple to use but encrypted channel for communicating and sharing files with clients...

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    intelliflo personal finance portal

    The intelliflo personal finance portal gives you and your clients a secure shared resource where you can communicate any time,...

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    moneyinfo limited is a private fintech firm based in Henley in Arden, Warwickshire helping advice firms to drive efficiency through...

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    myprosperity empowers advisers and their clients to make the most of their finances. Powered by live data feeds, the client wealth...

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    League Table: Client Portal

    Our league table ranks the Client Portal providers in order of the user's willingness to recommend. The rating is provided from the user reviews we have received. To be included providers must have received a minimum of 20 reviews.
    Num. of Reviews
    Based on 59 reviews
    Based on 51 reviews
    Based on 344 reviews

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