Vantage Point
Back to Marketplace Apps
Salesforce AppExchange

Client Portal Accelerator

Pre-built client portal template for financial services with document sharing and secure messaging.

Category
Experience Cloud
Pricing
Contact for pricing
Released
2023

Key Features

  • Secure document vault
  • Client messaging
  • Account dashboards
  • Mobile responsive
  • Branding customization
  • SSO support

Learn More

Explore how this app can enhance your CRM.

Pricing

Contact for pricing

Ready to Get Started?

Learn more about how Client Portal Accelerator can transform your CRM experience.