AdviceTech Podcast #27 - intelliflo
Ensombl Advice Australia
00:00
Teleflow's Client Portal: A Key Part of the Evolution
In teleflow, the advice process or servicing process that engages advisors and clients alike is going to be integrated. So it's going to feel like one ecosystem. You don't think of it as separate solutions. In fairness, if you want to use third party client portals, that's fine too. But the advisor we see that who meet the best of the technology use our own client portal because it's better integrated than others.
Transcript
Play full episode
