NetLaw is excited to announce a series of updates to our Advisor Portal, designed to enhance your ability to serve your clients efficiently and effectively. These improvements focus on streamlining workflows, improving collaboration, and ensuring that advisors have everything they need to provide exceptional service to their clients.
Following our previous updates to the client portal, these new enhancements to the Advisor Portal underscore our commitment to delivering a seamless estate planning experience for everyone involved.
What’s New?
Our recent updates focus on improving how advisors engage with clients through the NetLaw platform.
- Enhanced Support for Joint Engagements: Advisors can now work seamlessly with married couples, ensuring both parties remain engaged and aligned throughout the planning process.
- Streamlined Interface: Simplified navigation ensures a smoother experience, helping you quickly access essential tools and features.
- Client Task Mirroring: See exactly what your clients see when managing tasks, making collaboration more straightforward and transparent.
- Improved Scheduling Tools: Schedule meetings with your clients quickly and efficiently, ensuring that appointments fit into your workflow.
- Centralized Resources: All the tools, guides, and resources you need to assist your clients are now located in one place for convenient access.
By focusing on the tools advisors use every day, these updates help simplify your processes, reduce administrative tasks, and improve collaboration. A better advisor experience translates directly into a better client experience, reinforcing your value and strengthening client relationships.
Want to see these new features in action? Log in to your Advisor Portal and watch our video walkthrough to explore the enhancements and see how they work in real-time.
Schedule a Personalized Demo
Get a firsthand look at the upgraded advisor portal by scheduling a personalized demo. Our team is here to guide you through the updates and answer any questions you may have.