How to achieve the perfect client portal rollout: a guide for wealth managers

Wealth management firms often approach their client portal rollout with some trepidation – because they’re fiendishly complex and known for causing upheaval. But with the right approach and attitude, it’s quite possible to have the perfect portal rollout and go on to reap the long-term benefits that digital portals offer.

In this guide, Evotra’s specialists draw on their experience of rolling out numerous client portals to lay out the steps that can help you succeed with your rollout, whichever portal you choose.

Find out:

• How your data is likely to influence your portal rollout and what you can do if some of yours isn’t in great shape
• The pivotal role your people will play in the success of your new portal and how to bring them on the journey
• How to roll out your portal to clients and whether you should do it to everyone at once or phase it