The client's side
The one screen your client actually sees
A link, on a phone, with no login and no training — already filled in with what you know, asking the client to confirm it and close the gaps.
Confirm your details
Confirm your address
Citizenship
Employer
Continue
No account, no app
Arrive already filled in
Clients do not abandon forms because they are unwilling. They abandon them because the form starts empty. The portal opens on a capability link with everything the firm already holds prefilled — the client confirms it, fills what is genuinely missing, and never creates a password.
- A signed capability link — no password for the client to forget
- Known values arrive prefilled; the client confirms rather than re-types
- The link expires, and submitted values are held only as long as the work needs them
Confirm your details
Name and date of birth
Citizenship
Employer
What happens next
The answer lands where the work is
A portal answer is not an email to re-key. It writes straight into the household record, the gate re-runs against it, and the account either clears or names the next thing it needs — without an advisor touching the keyboard.
- The value writes into the record the gate reads; there is no second entry
- The dial moves the moment the answer lands
- Nothing the client sends is kept longer than the engagement needs it
Answered
100
Clear to submit
Citizenship · answered 4m ago
Reads from and writes back to
- NFS · Fidelity
- Altruist
- Envestnet
- Wealthbox
- Dynamics 365
- DocuSign
- Salesforce
- Redtail
See it against your own book
Bring a household that has given you trouble. Thirty minutes, no deck.
Request a demo