You told us the client experience mattered most and we listened.  

In this early release, the client data collection process of the Client Centre has been rebuilt and renamed the Client Portal, creating a simpler, guided way for your clients to share their personal and financial information with you.

What has changed?

• Your clients will now follow one continuous, guided experience – a simpler, more streamlined version of the existing Client Centre.
• If two clients are on a request, the system automatically prompts one to complete the financials section, making things faster and less confusing. 
• Every detail goes straight into your Opportunity record in Mercury Nexus, meaning less manual checks.

What does this mean for you?

• Complete client data flowing straight into your Opportunity 
• Less back-and-forth chasing client information 
• A smoother, more professional client experience 

Please note: The previous Client Centre remains available in Mercury Nexus, so you can continue to use it while exploring the new Client Portal.

We’d love your feedback

This is the first stage of the new Client Portal, and we’re keen to hear your thoughts. Your feedback will help shape the final version and ensure the experience continues to meet your clients’ needs. Please share your feedback with clientportal@connective.com.au