How the right Client Portal can impact your Brokerage

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There are thousands of investment firms registered globally, and more are popping up every day.  In such a fierce and ever-evolving industry, how do you outgrow your competition? What tools are the key to staying afloat? You simply can’t afford to fall behind because of inefficient or outdated technology.

Behind only your onboarding process, your client area is your biggest opportunity to capture and convert your leads. And this is just the tip of the iceberg.

In our latest article on Lea Wang, Executive Vice President of PLUGIT, talks about how the right Client Portal and other tools can impact your Brokerage and help you stay ahead of the game at all times.

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