Produced By: Ensombl
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