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Client Portal

We have put together user scores and reviews, a checklist of integrations and we give our own NextWealth view on each of the principal client portals listed below. Click on a product name to see more, and if you have come across another good tool that you think we should cover here, please contact us.

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    League Table: Client Portal

    Our league table ranks the Client Portal providers in order of the user's willingness to recommend. The rating is provided from the user reviews we have received. To be included providers must have received a minimum of 20 reviews.
    Position
    Provider
    Score
    Num. of Reviews
    1
    moneyinfo
    3.66
    Based on 59 reviews
    2
    Client Portal - Xplan (Iress)
    3.41
    Based on 51 reviews
    3
    intelliflo personal finance portal
    3.27
    Based on 344 reviews

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