Borrow and personalise pre-built templates created by Practice Managers and tailor them to your unique style and client needs without starting from scratch. This customisation feature of client portal templates now allows advisers to copy and ...
At Advice Revolution, we understand the importance of building strong relationships with your clients. Our Client Portal Document Vault, along with the powerful Tasks feature, is designed to promote collaboration between advisers and clients. This ...
Easily collect Fact Finds, tasks, and documents from clients by sending them a Client Portal invitation. Once sent, your clients will receive an email to set-up their own secured client portal. Access Your Client Portal: Step1 : Locate the Client ...
Peace of mind and easy access go hand-in-hand with Advice Revolution's secured client portal document vault. This centralized location allows you and your clients to conveniently store and retrieve important financial documents anytime, from ...
Clients can access the Advice Revolution client portal by creating a password after receiving an invitation email. This article provides troubleshooting steps if a client hasn't received the invitation email. Step 1: Verify Email Delivery 1. Ask your ...