AdviceTech Podcast #27 - intelliflo
Ensombl Advice Australia
00:00
How to Integrate Workflow Definitions Into Your Client Portal
The client portal is called personal finance portal. It's just a capability that you get within all first, you don't pay any extra for it. And so then presumably the client can also serve there's some documentation need or evidence of or whatever they can upload that into the app. Is that something they can, instead of using, so essentially avoiding email, this is the place where they provide that. What about have you got to that stage where say there is a workflow that the advisor is working towards, and there's something the client needs to do? Have you got to the point where that's sort of integrate, you know, the client gets it done and therefore it triggers something for
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