Secure client portal for financial advisors, made simple.

Easily share and gather confidential client documents and information – more securely than email. 🔐

No credit card required

As a financial advisor…

Securing your client data is a high priority.
Client experience is everything. You need a modern client portal that’s not encumbered by legacy advice platforms. One that’s dead simple for your clients to use.
You need to simplify your internal workflow to reduce manual processes, so you spend more time on value-adding advice work.

Still using email to send sensitive client documents & information?

While email still has utility as a general comms tool, its usefulness for managing client workflows has long expired. More importantly, with the rise of cyber attacks and email phishing scams, it’s also inherently insecure.

Version Control Nightmare

Exchanging multiple versions of documents buried in emails can result in confusion, leading to mistakes and delays.

Massive Time Suck

Trawling through emails results in lost productivity and wasted time trying to locate specific information or attachments.

Lack of Encryption

Emails are not encrypted by default, which means they can be intercepted and read by unauthorized individuals.

Loss of Control

You don’t have control over how it is forwarded, saved, or shared, which can result in unintentional exposure of data.

Attachment Vulnerabilities

Email attachments have the potential to contain harmful malware or viruses that could infect the recipients’ systems.

Risk of Fines & Penalties

With the rise in privacy and data protection fines and legal actions, handling client files and data securely is more important than ever.

Portalstack is your modern client portal software for the advice industry.

Portalstack was designed from the ground up as a client-centric portal, not as an add-on to legacy advice software. Our solution includes all the digital tools you need to manage your entire client relationship lifecycle under one roof. One platform. One software subscription.

WEB DOCUMENTS

Create digital engagement letters.

Stop wasting time cutting and pasting Word documents to generate proposals and engagement letters. Create and reuse digital templates, making document assembly less tedious.

ONLINE FORMS

Create digital forms for client intake, fact-find and onboarding.

Easily create forms to request client information and documents. Schedule your reminder frequency and let Portalstack do the chasing on your behalf.

SECURE FILE SHARING

Securely exchange sensitive documents.

Avoid sharing files and attachments in emails. Instead, use our secure portal to safely exchange sensitive client data.

ESIGNATURE

Get your documents and agreements signed faster.

Request e-signatures with ease. Keep track of documents pending signatures and schedule automated reminders if needed.

MILESTONES

Keep your clients updated on your service milestones.

Reduce client follow-ups by sharing and regularly updating the status of your key service delivery milestones.

SERVICE REQUESTS

Centralize new client service requests.

Allow your clients to raise new service requests. Having a central place for your clients to track their requests means no more “where are we at?” emails.

KNOWLEDGE HUB

Share valuable financial planning related content directly with your clients.

Create an online knowledge hub for financial planning related resources and guides, such as knowledge articles, FAQs, videos, and case studies.

BRANDED CLIENT PORTAL

Your own branded client portal solution in minutes.

Spare the hefty expense (and headache) of a custom client portal build. Create your own branded client portal for your firm in minutes.

APP EMBEDS

Embed Calendly or Google Sheets.

In just a few steps, you can embed Calendly or Google Sheets. Allow your clients to schedule meetings with you. Facilitate easy collaboration and real-time data sharing.

VIDEO CALLING

Host video calls with a single click using your personalized meeting room URL.

Your own unique, persistent conferencing link. A simple, in-browser video conferencing solution – no downloads, registrations, or headaches.

AUTO REMINDER

Put reminders on auto pilot.

Constantly chasing clients for underwriting details, proposal acceptance, or claims documentation? Let Portalstack handle these gentle reminder nudges automatically for you.

DASHBOARD

Know your key business vitals, at a glance.

Get a clear view of your workload with Portalstack’s intuitive dashboard. Stay in control of your workload so you never miss another deadline.

Why Portalstack?

If you’re still not convinced, it boils down to two reasons.

Grow your firm

Systematize your processes, so you can focus on growing your business.

Your clients will thank you

Everything conveniently in the one spot, accessible 24/7.

Frequently asked questions

Is there a charge for my clients to access?

No. You can add as many contacts as you want. We only charge you for internal users under your subscription.

How secure is the data?

We take data security seriously. Our platform is hosted on Amazon Web Services sitting behind their bank-grade infrastructure with 256-bit encryption. We’ve designed Portalstack with a security-first architecture. You can find out more by reading our Security Policy.

Do I need a PhD in quantum computing to get started?

No. Portalstack is a fully no-code solution – buzzword translation: no prior knowledge of IT is required.

Try Portalstack Today

14-day free trial. No credit card required.