When an adviser sends a separate client portal invitations to a couple, both partners can still see each other's tasks. This means any updates a client makes will be reflected in real-time on the other's portal. Benefits of Shared Visibility: 1. ...
Ensuring that your clients understand and agree to your terms and conditions is crucial for a smooth and transparent advisory process. In this guide, we'll show you how to set up the Client Portal Terms Acknowledgement settings. By following these ...
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: ...
Clients can access the Advice Revolution client portal by creating a password after receiving an invitation email. This article provides troubleshooting steps if a client hasn't received the invitation email. Step 1: Verify Email Delivery 1. Ask your ...