Online portals can greatly enhance clients’ experience with the financial planning process, advisors say. The more self-service clients can be on “non-emotional” tasks such as looking up ...

With the new self-service portal, clients can see where a payment is, answer questions and provide more information, if needed. Citi built the self-service capability by developing APIs that connect ...

According to the J.D. Power 2024 U.S. Wealth Management Digital Experience Study, SM released today, more full-service and self-directed wealth management clients than ever have come to expect ...