How to invite a client to the client portal from the Adviser Homepage?

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• Getting Familiar with the Client Portal Access Status

  Providing timely support throughout the Fact Find process is crucial. This guide explains the meaning of each Fact Find status displayed in a client's Client Portal within the Adviser Homepage. By understanding these statuses, you can anticipate your ...

• Understanding the Fact Find Component Differences Between Adviser and Client Portals

  In the Advice Revolution platform, some Fact Find sections can be accessed and updated by both advisers and clients, while others are restricted to advisers only. This article explains which sections are shared and which are exclusive to advisers, ...

• 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: ...

• What Client Information Can I Find in the Client Portal Summary?

  The Client Portal Summary is a centralized hub for managing client interactions and tasks efficiently. In a client's Client Portal Summary page, you'll find essential sections such as fact find status updates, tasks status, and documents shared by ...

• Maximizing the Client Portal Document vault for Long-term Storage

  The Client Portal Document Vault offers a secure and long-term storage solution for all the documents you and your clients upload. These documents will remain accessible indefinitely unless you, the adviser, choose to delete them. It is important to ...