Unlock the power of your wealth portal in just a few minutes.
Add, upgrade and invite clients to your wealth portal. Your clients will only receive an email notification once you have sent them an invitation.
See what your clients see in their accounts and start adding wealth items on their behalf.
Generate leads by selecting the services you wish to offer your clients.
Editing your profile
Update your profile to ensure that your details are up-to-date and client’s know how to get in touch.
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.
Use bulk actions
Apply changes to multiple client accounts and save time.
Make sure you’re secure
Do your part in making sure your computers and devices are safe and secure.