Interview with Sandra Oakland: Embracing DocPortal for Enhanced Client Services In this interview, we sat down with Cedars Wealth Management who shared their experience with implementing DocPortal in their practice. DocPortal is an app …

Client acquisition can be a challenge but, of course, it’s essential for your business. Acquisition is often time-consuming, resource depleting and at times can feel inauthentic as you chase the next lead in hopes …

Wellbeing in the workplace is not a new concept - the term ‘work-life balance’ has been in use in the UK for around four decades as generations of workers have sought to find some …

In this volume of our client feature series, we’re catching up with Prospera Wealth Management who have been using DocPortal to great effect, implementing it to support their client servicing and communication. Read below …

It’s 2023 and you want to level up your lead acquisition to support your business growth, but maybe you're in a bit of a rut and your tried and tested methods aren’t producing as …

Why simplifying client experience means more for your business Competition is tough these days and many businesses are looking at ways they can level up their service offerings, product features and client experiences. More …

Digital transformation continues to transform the way we live, work and interact with the world around us. We adopt new tools, platforms and processes that automate our work day, improve user experience, and keep …

This feature introduces the first in a new series of client interviews. We’ll be catching up with some of the practices that are already using DocPortal to transform their client experience and day-to-day processes. …

We all want to leave something behind. A reminder of our time on this earth, our achievements and our hopes for the future. For many though, the legacy they leave behind for their loved …