Collaborative Client Portal
A client portal from the first form onward
Start with guided, branded onboarding. Give clients one place to see their plan, message your team, and securely share documents long after intake is complete.
- Branded client portal: Give clients a portal in your firm’s brand to view their net worth, plan, and progress.
- Dashboards for each household: Choose widgets by household or service tier, with a consistent default for each tier.
- Shared household access: Give household members individual logins and a shared financial picture.
- Secure messages and plan assistant: Clients can message their advisor or ask the portal assistant about their plan.
- Digital intake forms: Create forms from a PDF or prompt, then add required uploads and conditional steps.
- Guided onboarding: Guide prospects through branded steps and review answers before mapping them to profiles.
- Account linking during intake: Link bank and brokerage accounts during intake to start with current balances.
- Document requests and vault: Collect documents in the journey, store them securely, and extract key details from statements.
- Password vault: Store credentials with controlled sharing for clients and firm teams.
- Identity protection: Offer optional identity and credit monitoring, funded by the client or the firm.
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