Connecting Clients
Build Your Portfolio Review
The quality of your Portfolio Review depends on the number of clients connected.
While CORE Insights can analyse individual businesses, its real value comes from helping you understand your portfolio as a whole.
The more clients connected, the more meaningful the analysis becomes.
Who to Connect
We recommend connecting:
- Active clients
- Regular management accounts clients
- Advisory clients
- Growth-focused businesses
Action Required
Connect as many clients as possible before proceeding. If you have clients using Xero, why not use the Bulk Connection functionality. Find out more in the next module.
Key Outcome
Build a meaningful portfolio for review.