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Meeting with Clients

Xplan Client Portal & Digital Communication

XPLAN Client Portal is a digital platform designed to enhance communication and collaboration between financial advisors and their clients.


The Client Portal provides clients with secure online access to their financial information, allowing them to view their investment portfolios, track performance, access important documents such as statements and reports, and communicate with their advisors. 


At Practice Dynamix, we specialise in building meaningful Client portals for our practices.

The secure way to connect and communicate online with your clients.

Deliver a seamless communications strategy

Configure to your own requirements, add your own branding and customise your content.

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