What is the Client Portal Document Vault?

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• 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 ...

• Organizing and Securely Storing Client Files in the Client Portal Document Vault

  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 ...

• 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 ...

• How to Delete Uploaded Documents in the Adviser Portal?

  Clients does not have the ability to delete documents they've previously uploaded. Only advisers have the ability to delete the uploaded documents from the client page in the adviser portal. Here's how you can delete a client's document in the ...

• 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 ...