Unlocking efficiency and engagement: The power of client portals in financial advice

With over 25 years of experience in the financial planning industry, Mr Egger shares his journey of developing tools and modelling calculators to enhance client advice and comprehension of complex strategies.

He discusses the growing adoption of technology by financial advisers, particularly in client engagement and streamlined processes, as well as emphasising the importance of secure client portals which not only protect sensitive data but also provide a comprehensive platform for clients to access their financial information, track goals, and communicate with their advisers.

Mr Egger also touches on the time-saving benefits of using tech tools such as questionnaires and modelling calculators, enabling advisers to focus on meaningful client interactions.