AdviceTech Podcast 94 – PortalStack

Produced By: Ensombl

Earn 0.80 CPD Points

Technical Competence Client Care & Practice Reg Compliance & Consumer Protection General 0.80 CPD Pts

Complete the quiz to earn 0.80 CPD Points

Quiz

Podcast

AdviceTech Podcast 94 – PortalStack

Details

In this episode, Pat is joined by Nga Nguyen, Founder at PortalStack. They explore the features and benefits of PortalStack, a client management platform designed for professional services firms, with a focus on improving client experience, security, and efficiency through an all-in-one solution that integrates with other tools.

Accreditation Points Allocation:

Technical Competence 0.4

Client Care and Practice 0.2

Regulatory Compliance and Consumer Protection 0.1

General 0.1

Total CPD Points: 0.80

Learning Outcomes

The goal of this content is to broaden the learner’s understanding of how to:

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AdviceTech Podcast 94 – PortalStack

Podcast

AdviceTech Podcast 94 – PortalStack

Quiz

Details

Learning Outcomes

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