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.

The client now has their own private portal.

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

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

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

The client creates their password.

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

Want to find out more? Book a briefing.