Skip to main content
Client Manager Help Centre home page
Submit a request
  1. Client Manager
  2. Client Portal

Client Portal

Providing your clients access to view their financial data, relevant documents, and receive updates.

Client portal settings

  • Setting your Client Portal Theme
  • Granting Client Portal access to your clients
  • Editing the Client Portal invitation email
  • Client Portal Reporting
  • Client Portal Fact Find
  • Managing Opt-In with the Client Portal

Notification pages

  • Client Portal Notification Pages
  • Meeting Booking through Client Portal