Client Portal
Your clients should feel
your value every day.
A branded self-service portal where clients complete workflows, upload documents, and stay informed — on your domain, not a third party's.
Benefits
The client experience that matches your pitch
Don't send clients to a bland third-party portal. Give them a branded, self-service space that feels like your firm.
Your brand, your domain
Custom domain, logo, color palette, and copy. The portal feels like an extension of your firm — because it is.
Self-service workflows
Clients complete onboarding, KYC refreshes, and review tasks at their own pace — cutting back-and-forth with advisors.
Transparent status
Clients see exactly where things stand. No more phone calls asking 'any update on my account?'
Branding
A portal that actually looks like your firm
Custom domain (portal.yourfirm.com), logo, typography, and color palette. Override copy, welcome messages, and footer language. You own the client experience.
- Custom domain & subdomain support
- Logo, typography, and color palette override
- Firm-specific welcome copy and email templates
Documents
Everything in one searchable place
All documents — IPS, performance reports, tax packages, signed applications — live in the client portal. No more hunting through email.
- Categorized and searchable document library
- Action-required vs. reference documents clearly surfaced
- Secure upload from client side
See the client experience.
Walk through Experivise from your clients' perspective — the portal, the notifications, the self-service flows.