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.