• An Overview of the Client Portal

  Our Client Portal has had a huge revamp! 🥳 Follow this link to see an interactive demo of how it now looks.Some readers

• Actions Overview

  The Client Portal now features an Actions Hub. Within here Clients can view all outstanding requests, whether that's Tasks, Fact-Find Requests, Form Requests or E-Signatures. ✅ Full information can be found via this interactive demoFew readers

• Conversations Overview

  Clients can easily message their Adviser via the Client Portal! 📱 Full information can be found via this link.Few readers

• Documents Overview

  Clients have the ability to upload and access Documents within their Client Portal. Click this link to explore an interactive demo! 😎 You have control over which folders Clients can access within your Default Folder StructureFew readers

• Factfind Overview

  Our Client Portal has had a huge revamp, as have our Factfinds! 😮‍💨 For further information on how this now appears in the Client Portal, take a look at this short interactive videoSome readers

• Organising Your Files

  In Documents you have the ability to organise your documents as you see fit with Folders. Select the Add Folder button Input the desired folder name Select Save when you are happy with the name Now your new folder is made! Time to getFew readers

• Tasks Overview

  In Plannr, Tasks are an easy way to keep track of what needs to be done. From the Dashboard, you can see all open tasks at the top. You can click on the Open Tasks to go to the My Tasks section, or alternatively find My Tasks from the menu on the left hand side. From the My Tasks tab you can see all open tasks that have been assigned to you, as well as the dSome readers

• Updating Personal & Contact Details

  Clients are able to update their personal and contact details from within their Client Portal. Follow this link for an interactive demo of how this works.Few readers