How to use your Client Portal? (A client perspective)

• Related Articles

• 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 ...

• Setting Up the Client Portal Account (A Client Guide)

  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 ...

• Activating Client Portal Access for “Partner” Clients

  Advice Revolution understands the importance of granting Partner clients access to the client portal. With their own secure login, they can actively participate in their financial planning journey. This article will help you enable your Partner ...

• 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: ...

• 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 ...