The Client Portal is a useful tool for advisers to digitally engage with clients and add their value proposition.
It is an online portal that is designed to provide a secure way for clients to access & edit their details online including important documents.
The portal can be viewed by navigating to the Mega Menu > Digital Portal > Digital Portal
We have included attached a User Guide to help you grant your clients access, navigate the portal, share documents to your client and allow them to make changes to their information within AdviceOS.
Below is a screenshot of what the portal looks like from your clients perspective when they sign in.
We have also included a video to help guide you in using the Client Portal.
Attachments :
Client Portal Manual - September 2020.pdf
2 MB