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/
Group