How does the client portal work?

When clients log in to the client portal for the first time, they will come across the documents that you have enabled for acknowledgment.

These documents can be made active in the acknowledgment section or activated in the document store. Before they can access the client portal, clients need to acknowledge these documents.

If it is their first login, they will need to accept the documents that are displayed in the acknowledgment section or those that have been activated in the document store. If a client chooses not to acknowledge the documents, they will not be able to proceed further into the platform. This acknowledgment step is crucial for gaining access to the client portal.

Once the documents are accepted, the client will gain access to the homepage of the client portal. Here, they will find various features and options in the left column, including:

• Document Store
• Fact Find
• Application
• Calculator
• Applications
• Portfolio

These options provide clients with the ability to manage and access important information and tools within the client portal.