Finalto launch new partners portal

FinanceFeeds Editorial Team

The Partner’s Portal is a dedicated brokers environment built to support and provide all essential resources that our busy clients require to manage and regulate their business workflows in one place.

Addressing clients pain points are at the heart of this new release.

The Partner’s Portal is a dedicated brokers environment built to support and provide all essential resources that our busy clients require to manage and regulate their business workflows in one place.

The Portal comprises of key components such as education centre, technical documentation, release notes and support desk and can be accessed with immediacy through a single personalised login.

Clients will no longer have to wait to be emailed released notes, they will be uploaded automatically into the portal. The site has been backdated with all releases to date from 2021 these are segmented into 4 categories, and they can be searched for and filtered by date or type of release, saving time trawling emails for the relevant information.

Upskilling the users is at the heart of the portal. We have so many products, tools, and systems it is imperative that the clients are informed about how to use each system in order for them to feel the benefit and get the advantage each tool offers.

Useability and accessibility was prioritized in the release, with a training by role section where relevant information can be found by department.

When you have our technology, you don’t want to wait for integration and technical instructions we understand the necessity for speed and agility therefore all technical documents such as APIs Config guides are pre uploaded.

In an industry that moves fast we know the importance of empowering our clients to be self-sufficient and have instant access to all they need at a click of the mouse.

Find out more about our innovative technology at 

https://www.finalto.com/solutions/

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