Welcome to your Client portal! It’s your command centre for keeping track of your finances, completing important tasks and collaborating with your financial professional.
The Dashboard is the landing page of your portal. It displays important information at a glance, such as Tasks, Documents, Rooms or your Net Worth.
Your financial professional will configure your portal to ensure it's features are tailored to your needs.
Depending on the configuration selected by your financial professional, your dashboard will be set to one of the following five views:
Classic
This is our traditional all-in-one client view, with a financial focus.