Vantage Point
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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

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