Advisory firms thrive on trusted relationships. Portal 360 provides a CRM designed for professional practices — not generic sales pipelines — with end-to-end contact, lead, and client management plus automated onboarding and integrated AML.
CRM built for financial services
- Contact, lead, and client records in one system of record
- Complete client history: emails, files, tasks, and approvals in one timeline
- Segmentation for high-net-worth and institutional relationships
- Handoffs from sales to delivery without losing context
Automated onboarding workflows
Launch automated onboarding workflows that collect KYC documents, engagement letters, and data capture forms in sequence. Clients complete steps through the secure portal; your team sees progress on a dashboard and receives alerts when action is required.
Integrated AML (from 1 May 2026)
Integrated AML handles regulatory checks natively for a faster, compliant setup. Results attach to the client record for audit. Combine AML with eSignatures so authorities and declarations are collected before services begin. ASIC company register data can sync to CRM to pre-fill entity details where available.