Client Portal for Financial Advisers
Transform client interactions at your financial advisory practice with a white-labeled client portal. Facilitate secure document sharing, financial planning, and portfolio reviews, all within a professional, branded online space. This portal simplifies and enhances client communication and financial management.
Why Should Financial Advisers Use a Client Portal?
Financial adviser client portals are crucial for efficient and secure client management. Financial adviser customer portals enable advisers to share sensitive financial documents securely, track investment portfolios, and streamline communication with clients. This centralized platform aids in maintaining client confidentiality, ensuring regulatory compliance, and offering a personalized client experience. It simplifies processes like investment tracking, financial planning, and reporting, allowing advisers to focus more on client advisory roles rather than administrative tasks.
Features Perfect for Financial Advisory Services
Secure File Sharing
Quick and simple file sharing to enable your clients to securely upload and download files.
Real-time Messenger
Communicate with your clients effectively using your own real-time messenger.
Custom Branding
Build up your brand by customizing your portal using your own colors and logos.
Secured with Encryption
All files, messages, and user data is encrypted in transit and at rest with bank-grade encryption.
The Best Price
Foyer is affordable with our standard plan being just $19 per month per internal user.
Sign Files
Get your client's signatures quickly using DocuSign, the industry-leading eSignature solution.
Email Notifications
Get notifications via email for file uploads and unread messages so you never miss any client activity.
Folder Organization
Organize your client's files in folders using an easy-to-use interface. Just drag and drop.
Learn more about our features
Secure File Sharing
Quickly and securely exchange files with your clients in your company's own custom branded client portal. All files are encrypted at rest and in transit. All you have to do is drag-and-drop.
