Invite client to AR client portal

• 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: ...

• 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 ...