How Client Portals Improve Financial Services

Meeting the Digital Expectations of Today’s Clients

Modern clients don’t want to wait for quarterly statements or play phone tag with their advisors. They expect real-time access to their financial information—anytime, anywhere. Chrissy Lee, COO of Merit Financial Advisors, shares how client portals are transforming the financial services experience.

Enhancing Client Experience Through Self-Service

A secure, intuitive client portal empowers individuals to:

– View portfolio performance and account balances

– Download important documents (e.g., tax forms, statements)

– Message their advisor directly within the platform

– Track financial goals and milestones

This level of transparency and accessibility creates a stronger sense of control and partnership—key drivers of client trust and retention.

Reducing Operational Friction for Advisors

Client portals don’t just benefit clients—they also free up time for advisors. By centralizing communication, document sharing, and account visibility, advisors spend less time on administrative tasks and more time on strategic conversations that deepen relationships.

Building Trust in a Digital-First World

When clients can easily access their data and communicate on their own terms, their confidence in the advisory relationship grows. Chrissy Lee notes that firms that prioritize digital experience are already seeing higher engagement, faster onboarding, and more satisfied clients.

Inspired by The Connected Advisor podcast featuring Chrissy Lee, Chief Operating Officer of Merit Financial Advisors, discover how technology enhances operational efficiency in wealth management during the digital transformation in financial advisory. Listen to the full episode here and explore more articles in this series.