Partner-client online Access to Operations
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- Partner-client online Access to Operations
Partner-client online Access to Operations
- Provide client access for inquiry and viewing
- Generate reports (Daily Time Records, Log Sheet Summary, Statement of Account, etc.)
- Validate and approve generated reports on-line.
WEALTHLINK provides secured online access to partner clients with an intuitive and user-friendly platform. The user-friendly interface and real-time access allow for easy review and approval of reports with just a few clicks, making it simple for clients to stay on top of their operations. The client can easily view from daily time records to log sheet summaries and statements of account anywhere, at any time. This innovative platform also allows for online validation and approval of generated reports, streamlining the process and saving both clients and service providers valuable time and effort.