JH
John H.
Small-Business (50 or fewer emp.)
"Client Portal"
What do you like best about Advice Revolution Plus Client Portal?
Secure, easy for clients, visually very clean for clients and for an adviser the ability to potentially push to your CRM Review collected by and hosted on G2.com.
What do you dislike about Advice Revolution Plus Client Portal?
On my end a little confusing as to how to request a document at this stage. Review collected by and hosted on G2.com.