Updating the Client Portal Settings and Sending it to the Client

Updating the Client Portal Settings and Sending it to the Client

At Advice Revolution, we understand the importance of clear communication with your clients. That's why we offer you the flexibility to adjust their client portal settings to optimize data gathering and information exchange. Here's what you can do:
  1. Tailor Fact Finds: Choose the right Fact Find (Mini, Full, or Consent) for each client's needs.
  2. Streamline Data Collection: Activate or deactivate specific Fact Find fields to gather the most relevant information.
  3. Risk Assessment Made Easy: If Risk Profile has been activated for your practice, send the Risk Profile directly through the client portal.
  4. Spousal Access: Grant access to Client 2/Spouse, fostering a more collaborative financial planning experience.

Update Client Portal Settings

Step 1: Log in to Your Advice Revolution Portal
1. Open a web browser and navigate to the Advice Revolution portal at https://app.advicerevolution.com.au/
2. Enter your login credentials and sign in.

Step 2: Access the Client's Page.
1. Access the Client's Home Page.
2. Locate the client whose portal settings you want to update in the client list on the Adviser Home Page.
3. Click on the client's name to open their Client Home Page.

Step 3: Navigate to Client Portal Settings.
1. Within the Client Home Page, find the Client Portal section.
2. Click on Client Portal Settings to access the customization options.

Step 4: Customize Client Portal Settings.
1. Select the appropriate Fact Find type (Mini, Full, or Consent).
2. Activate or deactivate specific Fact Find sections as needed.
3. Enable Risk Profile access for the client, if applicable.
4. Grant portal access to Client 2/Spouse.

Step 5: Update Client or Send Email.
1. The option to Update applies the settings changes without notifying the client.
2. Choose Send Email to Client to generate an email notification informing the client about their updated portal settings. 

For questions about the Client Portal Settings you may send us a message at support@advicerevolution.com.au. Alternatively, if you want to book a 20 to 30- minute Get Help discussion with our team, kindly use this calendar to book the session.

Published on: June 19, 2024
Version: 1.1

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