What is the Client Portal?

The Client Portal provides a user-friendly interface that will enable your internal teams to proactively support customers via:

• Increased Visibility into the Status of Transfers - View a full list of transfers and their current status
  • Search, sort, and filter data to quickly find relevant records
  • Option to Export data to CSV (can be turned on / off as needed)
• Detailed Sender Information and Transfer History - Find and reference information related to a specific sender
  • Quickly review relevant sender and recipient information
  • View a sender's transfer history over time
• Easily Growing Your Support Team - Add new team members to the client portal as your needs scale
  • Admin and team member accounts available to ensure data stays secure