Context: This advisor is using 2 portals currently because her other, Finance Cents, allows for communication and chats within the portal itself (https://financial-cents.com/client-tasks/).

Impact: Having a way to chat directly in the portal would allow for quicker communication between advisor and client for questions that may not require an ad hoc task.

Desired Outcome: Having a chat feature within the portal for advisors to immediately message their clients.