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AdviceTech Podcast 94 – PortalStack

Produced By: Ensombl

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Podcast

AdviceTech Podcast 94 – PortalStack

00:00:00 00:00:00

Quiz

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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

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