Portals

The Platform comes with both Firm and Client Portals that you can customise to your branding, including having a custom subdomain URL of your choice for both your firm and client portal.

Client Portal

Engaging Client Portal

Available 24/7 and accessible using Mobile, Tablet, Laptop and Desktop with many engaging features. Multiple branding options with your own logo and colours.

Firm Portal

Adviser

Product Manager

Administrator

01

Adviser

For all your Client and Practice management needs. Includes various advice modules such as Manage, Onboard, Plan, Report, Engage and many more.

02

Product Manager*

*coming soon

Create and monitor portfolios at a client level or as centralised investment proposition, either manually or by using models to use for planning and suitability.

03

Administrator

A place to securely manage users, roles, security, add-ons, integrations, custom branding, logos, urls, billing, invoices and many other firm settings. 

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