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| Q: What’s the main difficulty that firms have had with client portals, and what are they doing to catch up?
A: “The industry was so focused on the advisor, the client portal was soft of an afterthought. If you needed anything, you would call your advisor. Now in our day-to-day lives and what we can get access to on our smartphones, it’s elevated the game. There’s a lot of focus from firms looking at what are the dashboards that they need to create,” says Capco Partner Bryant Fuller. | |
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