What your customers expect
Individuals and families planning their finances want to book an initial meeting.
A client portal gives clients a secure login to share documents, see progress and find what they need without emailing.
Client portal for financial advice practices
Client document access is a common requirement for financial advice practices. Clients need ongoing access to statements and advice documents.
What it must handle for financial advice practices
Link to the client portal of your platform where available.
What to collect
The standard fields cover what a financial advice practice needs, so keep the form short.
Ways to build it
Link to the client portal provided by your existing software.
Build a custom portal when no existing system covers what clients need to see.
Where the website stops
The website links to the portal; the portal itself usually belongs to your practice, accounting or project system.
The visitor journey
Step by step, and what the website must do
- 1
Logs in from the website
A clear login link sits in the header for existing clients.
- 2
Uploads or downloads documents
Files are stored securely and access is limited to the right client.
- 3
Checks status or messages
Status reflects the system you work in, not a manual copy.
Information to collect
| Field | Why it is needed |
|---|---|
| Secure login | Protects client documents. |
Where the website hands over: The website links to the portal; the portal itself usually belongs to your practice, accounting or project system.
FAQ
Frequently asked questions
Do financial advice practices need client portal?
Clients need ongoing access to statements and advice documents. A client portal gives clients a secure login to share documents, see progress and find what they need without emailing.
Do we need a custom portal?
Often not. Many practice and accounting systems include a client portal, and the website only needs to link to it clearly.
Is email fine for documents?
Email is hard to secure and track. A portal keeps documents in one controlled place.
How we work together
Two ways to get started
Website Subscription
Your website, fully managed — no big upfront cost.
We design, build, host, maintain and keep improving your site for one simple monthly fee.
- Custom-designed & built for your brand
- Hosting, security & maintenance included
- Ongoing edits & content updates
- Continuous SEO & performance improvements
- Scale up or down as you grow
Fixed Project
A one-off custom build you own outright.
A defined scope and a single fixed quote — delivered once, and yours to keep.
- Bespoke design & development
- Defined scope & timeline
- You own the website & code
- Optional care plan after launch
- Custom-quoted to your needs
Ready to get started?
Get a free, no-obligation quote for your project. We respond within 24 hours.