We’ve introduced the next phase of the new Client Portal in Mercury Nexus - continuing our work to simplify how your clients share information and helping you progress applications faster.

In case you missed the initial release, the Client Portal is the updated version of the Client Centre’s data collection experience. Login to our community to learn more.

What’s new?

Questionnaires are now part of the new Client Portal 

You can now include any type of questionnaire as part of the guided Client Portal journey. This allows clients to complete their personal details, financials and the questionnaire responses all within one structured experience.

To learn how to access the new client portal and start using it, please refer to this Wiki article.