Client Portal Help Centre
How can we help you?
Getting Started
Quick Guide: Getting Started (Pro Account)
Quick Guide: Getting Started (Starter Account)
How do I add a wealth item?
How do I create and edit budgets?
General FAQs
How do I generate reports?
How do I add, edit or remove a team member?
How secure is the wealth portal?
Troubleshooting
Is it normal for my bank accounts to be processing for a long time?
My bank accounts don’t seem to have updated. Why?
Getting Started
Quick Guide: Getting Started (Pro Account)
Quick Guide: Getting Started (Starter Account)
How do I add a wealth item?
How do I create and edit budgets?
FAQs
How do I generate reports?
How do I add, edit or remove a team member?
How secure is your wealth portal?
Troubleshooting
Is it normal for my bank accounts to be processing for a long time?
My bank accounts don’t seem to have updated. Why?
My bank accounts are not linking. Why?
Mobile App
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Rooms
Wealth
Cashflow
Protection
Goals
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