Bilky Advisor Portal: Introduction and Features
Discover Bilky's Advisor Portal and learn how to centralize customer management, documentation, and processes in a single tool.
Introduction
Portal Asesor is your firm's operations center within Bilky. From a single location, you can manage clients, access shared documentation, monitor processes, track pending tasks, and maintain smoother communication with companies and employees. All of this with a centralized view that allows you to save time and improve the daily organization of your consultancy.
What will you find in the Advisor Portal?
The Advisor Portal has been designed so you can quickly access all relevant client information without needing to switch between applications or tools.
From this environment, you can consult documentation, manage users, review communications, access specific functionalities for each contracted module, and maintain greater control over your firm's activity.
Who is the Advisor Portal intended for?
- Consulting.
- Professional shipments.
- Tax advice.
- Labor consulting.
- Administrative agencies.
A global view of all your clients
Bilky allows you to centralize the management of multiple companies from a single access point. This way, you can consult information, documentation, and processes without wasting time searching for data on different platforms.
More control and less manual tasks
Thanks to process automation and information centralization, the Advisor Portal helps reduce repetitive tasks and simplifies the daily work of consultancies, administrative agencies, and professional firms.