Client Portal
How Can Clients Update the Fact Find, Complete Tasks, and Provide Digital Consent in the Client Portal?
The client portal is used to securely collect and review client information and tasks. This guide will give advisers a walkthrough on how clients can efficiently navigate and update data and tasks within their own portal. Step 1: How Clients Can ...
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 ...
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 ...
What Are the Benefits of Shared Access for "Couple" Clients?
When an adviser sends a separate client portal invitations to a couple, both partners can still see each other's Fact Find questionnaires and tasks. This means any updates a client makes will be reflected in real-time on the other's portal. Benefits ...
How to Maximize Client Portal and Fact Find Email Signature
Building trust and maintaining professionalism when communicating with your clients using your email signatures in the client portal and fact-find emails. Step-by-step guide: Setting Up Email Signature in Default Settings: 1. Head to your Adviser ...
Preventing Accidental Client Document Deletion
To ensure client information remains secure, it's important to exercise caution when deleting documents from their page. Any document deleted here will also be removed from the client's Document Vault in the Client Portal. To avoid accidental ...
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 ...
How to upload a document for clients to see in their document vault?
Uploading client documents to the client portal document vault, even if no action is required from the client, can be done by uploading them as an "Education"-type task. This will make the documents accessible to the client in their document vault, ...
What is the Client Portal Document Vault?
The new Client Portal Document Vault feature provides a secure and centralized repository for clients to store important documents. Benefits: Secure and centralized document storage for clients and advisers Repository of shared documents Easy ...
Troubleshooting Client Login After Receiving Advice Revolution Invitation
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 ...
How to use your Client Portal? (A client perspective)
How to activate Risk Profile in the Client Portal
Clients can fill out the Risk Profile questionnaire thru the Client Portal app. Follow the steps below: Login to the Client Portal app. Click on the Risk Profile tile on the Client Portal homepage. Risk Profile tile may appear more than once, ...
Invite client to AR client portal
Client Updates Client Portal (for Advisers)
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: ...
How to invite a client to the client portal from the Adviser Homepage?