Unlock the power of your wealth portal in just a few minutes.

Adding clients
Add, upgrade and invite clients to your wealth portal. Your clients will only receive an email notification once you have sent them an invitation.
VIDEO: How to add a client

 

View accounts 
See what your clients see in their accounts and start adding wealth items on their behalf.
VIDEO: How to view a client’s account

 

Setting services
Generate leads by selecting the services you wish to offer your clients.
VIDEO: How to set services

 

Editing your profile
Update your profile to ensure that your details are up-to-date and client’s know how to get in touch.
VIDEO: How to edit your profile

 

Bulk upload client lists
Let us do the hard work by uploading a CSV file of your clients that we import into your portal for you.
VIDEO: How to bulk upload client list

 

Use bulk actions
Apply changes to multiple client accounts and save time.
VIDEO: How to use bulk actions

 

Make sure you’re secure
Do your part in making sure your computers and devices are safe and secure.
ARTICLE: 8 basic security recommendations

 

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