A client portal for advisory firms
Your clients see their wealth, positions, documents and messages with you, always dated. You run it all from one desk, under your own brand.
Who it is for
Advisory firms, and advisers who work on their own, who want to give each client a clear, private place to follow their accounts and talk to them.
What it does
For your clients
Wealth, history, split and positions, documents to read or sign, messages with the adviser, pending tasks. Large type and phone first.
For your desk
Every client in one panel, one inbox for every message, documents sent to one or many, a view of the portal exactly as the client sees it.
From your own file
You publish your master file: the portal checks it, shows what changed, and lets you undo. What the file does not carry is not shown.
Under your brand
Each firm gets its own deployment, its own database and its own name, logo and colour. Its clients see only the firm.
What it is not
The portal shows the adviser's own figures. It does not advise, price, rank, move money or take orders. Any advice is the firm's, under its own licence.