Client Portal
Financial clarity your clients can actually log into.
Keep your clients connected to their financial plan year-round. Replace static PDFs and scattered emails with a secure, shared workspace where clients can track goals, manage tasks, and see their progress in real time.
Shared Workspace
Both sides. One view. Always in sync.
Advisors and clients work inside the same platform. Every goal, task, document, and update is visible to both parties in real time, without a status call.
Checklist:
Client dashboard showing goals, tasks, and milestones
Advisor view with full client record and activity feed
Live status on every open item — no chasing required
Goal Visibility
Make their goals visible, actionable, and real.
Advice only works when clients are connected to the outcome. Our interactive goal tracker brings their milestones to life, giving you a shared space to visualize progress, keep them motivated, and work together toward what matters most.
Checklist:
Visual progress tracking that clients actually understand
Collaborative milestone mapping for retirement, savings, and life events
Pre-meeting clarity so clients arrive ready to discuss their future
Effortless goal updates without the back-and-forth emails
Secure Communication
Replace the email thread. For good.
Secure messaging, document requests, and file sharing — all inside the platform. Every exchange is logged, searchable, and compliance-friendly.
Checklist:
Secure in-platform messaging between advisor and client
Document request workflows where clients can upload directly
Message history and read receipts for compliance
Notification system keeps both sides moving
Everything Included
Built for the full client relationship
The Client Portal isn't a bolt-on. It's a core function of the Advisor Desk platform.
Shared checklists to keep both you and your clients accountable.
Two-Way Tasks
Control exactly what each client can see and do. Household members, business partners — all configurable.
Mobile-Accessible
Control exactly what each client can see and do. Household members, business partners — all configurable.
Smart Notifications
Control exactly what each client can see and do. Household members, business partners — all configurable.
Role-Based Access
Setting the global standard for financial collaboration right here in Canada.
See the Client Portal in action.
Book a 30-minute demo and we'll walk you through a live advisor-client workspace.
