AdvisorFeed

 

 

How It Works

AdvisorFEED is designed to make delivering reports to clients easy for both the advisor and client. The portal can be customized to meet your brand requirements.

The process starts with simply adding the client’s information to their system to create their portal. Only three required fields.

 

advisorfeed-add-a-client

 

The client now has their own private portal.

To add a report, you simply enter the title, description and select the report file.

 

advisorfeed-upload

 

You can then invite the client to their portal with one click.

 

advisorfeed-admin-highlight.001

 

The client then gets a simple email that you can customize with your own branding and copy.

 

advisorfeed-email

 

The client creates their password.

 

advisorfeed-client-password

 

The client now has access to their portal with the latest documents available anytime, anywhere.

 

advisorfeed-client-view

Want to find out more? Book a briefing.