First V3 Portals Now Being Launched!

This week marks the first deployment of V3 client portals. Each of these portals is now being launched on their own domains.

Shown is the Nations Financial Group Portal at http://ioffice.nationsfg.com

It features a custom Rolodex CRM and client's binders that provide up to the day portfolio review and sales presentations...also included are Project Management, Training and Client Presentation modules.

(note these are private portals so only registered subscribers have access)

The Taber Asset Management portal is also launched this week. It also has a custom Rolodex CRM in which Craig is parsing all of the data from their existing ACT CRM system for transfer to the iPG Rolodex.

The Taber Portal is at http://www.taberasset.net (Also private to Taber subscribers)

In addition to a custom Rolodex CRM, project management and training modules, Taber portals feature custom binders for client portfolio review and sales presentations.

Watch this space for the announcement of DMHEC, ISU OBP and kMatrix portals. We also are launching Fastek and Marratech UK portals in October...

Our initial goal is to sell and launch 5 portals a month .... each with their own custom CRM Rolodex and binders