Axxcess Portal Client Portal offers many benefits for your clients, such as:
- A simple, single login to view all their accounts through Orion’s aggregation power.
- New opportunities to increase their financial literacy by accessing your content published through the portal.
- A simple and intuitive way to see how their accounts are performing and what their portfolio balances are at any given time.
- 24/7/365 access, so they never have to wait to see account details.
- An easy way to schedule appointments and get in touch with you through Orion’s Calendly app integration.
- Access to additional information such as a financial plan you’ve created together in your financial planning software.