How does Portal 360 streamline client onboarding?

Portal 360 streamlines the process through Automated Onboarding workflows that deliver a smooth client onboarding experience.

Does Portal 360 include AML compliance tools?

Yes. Portal 360 includes Integrated AML capabilities to ensure a faster, compliant setup for new clients. The AML features are scheduled to launch on 1 May 2026.

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Advisory Firm Management

CRM & Management Platform for Advisory Firms

Deliver a premium, compliant onboarding experience.

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Built around how your practice actually works

Advisory firms thrive on building strong, trusted relationships. Portal 360 provides advisory and consulting firms with the robust foundation needed to manage leads, securely onboard high-net-worth clients, and maintain a pristine record of every interaction.

What you get with Advisory Firm Management

Everything below is part of the same connected platform, so the work your team does here shows up everywhere else in Portal 360.

Purpose-Built Professional CRM

Generic CRMs don't understand financial services. Portal 360 includes a CRM designed for professional practices. It features end-to-end contact management, lead management, and client management.

Complete Client Context

Never walk into a meeting unprepared. The CRM maintains a complete client history in one place, pulling together emails, files, and tasks so your advisors have total visibility.

Automated & Compliant Onboarding

Create a smooth client onboarding experience. Portal 360 features automated onboarding workflows. Furthermore, our Integrated AML feature (launching 1 May 2026) ensures a faster, compliant setup by handling regulatory checks natively.

Immutable backups

Tamper-proof copies of your data

ISO 27001 certified security

Independently audited

99.99% uptime SLA

Built to stay available

Australian data centre and hosting

Your data stays onshore

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Migration program

Switching practice management software? We move you across.

For a fixed A$2,999 per practice (ex GST), our team completes your data transfer and sets up the whole of Portal 360 for you.

See the migration program

Frequently Asked Questions

Portal 360 features a CRM designed specifically for professional practices. Core CRM features include contact management, lead management, and client management, providing a complete client history in one place.

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