Client Portal
How Can Clients Complete a SMART Goal Task in the Client Portal?
At Advice Revolution, we are committed in helping you and your clients collaborate on setting SMART goals for the new financial year. This guide will walk you through how to clients can use the client portal task in creating their own SMART goals. By ...
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 ...
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 ...