Webinar Recap: Client Portal Builds a Bridge Between Financial Goals and Reality

The client portal is a very powerful tool that can help your clients see a path between their financial goals and their current reality. In this session we covered how tools like the Goals tab and the spending and budgeting, in conjunction with your plans, can help your clients find a path to their financial goals.

Looking for specific information on the Client Portal?:

Jump ahead using the chapter timestamps shown below:

• Client Portal Goals 2:53
• Spending and Budgeting 20:06
• Goal Planner 33:04

Additional Resources:

• Goal Planner Overview
• Goal Planner FAQ
• Client Website Overview

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