Client questionnaires returned half-done
A long PDF client questionnaire comes back with the retirement account details blank and two pages unsigned.
Client portal for financial advisors
Advice clients can review, approve and come back to
Collect client questionnaires and risk profiles online, send financial plans for approval, and run each annual review from a portal with your practice’s brand on it.
14-day free trial · No credit card · Clients are always free
The advice is the easy part.Getting the paperwork back is harder.
The same questions every review
Clients re-enter their address, dependents and income each year because last year’s form doesn’t carry over.
Statements in email attachments
Account statements, tax returns and ID copies forwarded between inboxes, with no record of who opened what.
The advice process
From discovery meeting to annual review
Each step of your advice process gets a form, a document or a request in the client’s portal, and the client always knows what’s waiting for them.
Client questionnaires clients actually finish
Turn your client questionnaire into an online form that shows only the sections that apply, such as a partner, dependents or a business.
- Conditional logic skips what doesn’t apply
- Repeating sections for each account, asset or loan
- Comment on an answer and request a resubmission
Risk profiles kept on record
Send your risk profile questionnaire as its own form. Every answer and every later change is kept in the input history.
- Radio and checklist questions with tooltips
- An accept-terms notice for your disclosures
- Export the completed profile to PDF
Financial plans approved online
Present your recommendations as a structured document with the fees laid out, then let the client approve it in their portal.
- Explain a strategy with video, images and diagrams
- A fee table for upfront and ongoing advice
- Any edit after approval resets the approval
Application forms signed the same day
Send product applications, client authorities and consent forms for e-signature, and see when each one is viewed and signed.
- Name, date and text fields for the client to fill
- Signing certificate with UTC time stamps
- Reminders until it’s signed
Reviews that start from last year’s answers
Common fields carry over what clients already told you, so a review form only asks what has changed. Updated statements arrive through a document request.
- Answers reused across forms
- Due dates and reminders on review forms
- Statements uploaded straight to the client’s folder
For advice practices
What advisers use most
ID checks at onboarding
Verify a new client with a government ID check through Stripe Identity, requested from the client record.
Households in one portal
Add both partners as users on one client, with a primary contact who receives the notices.
Reports shared securely
Publish portfolio reports and statements to a client folder, notify the client and see when they’re opened.
Review meetings booked in the portal
Embed your Calendly page so clients can pick a time for their review without an email exchange.
Explain before you advise
Publish guides on your fees, risk profiles and how your process works, for every client or just one.
Your CRM, kept in step
Sync contacts with HubSpot or Pipedrive, or bring your client list across from a CSV file.
Ongoing fees
Renew fee arrangements with a record of consent
Send each year’s ongoing fee arrangement as a document clients approve in their portal. Approval is logged with the time and IP address, and you can require an updated details form as part of it.
- Bulk reminders for arrangements awaiting approval
- Auto-assign the arrangement to every new client
- Bill ongoing fees through Stripe, monthly or yearly
- Export the approved document to PDF for your file
Other industries
Portalstack for other professions
FAQ
Questions from advice practices
Can I turn my existing client questionnaire into an online form?
Yes. Rebuild it in the drag-and-drop form builder with sections, tables and repeating sections for each account or asset, or start from a template. Conditional logic hides questions that don’t apply to a client.
Do clients have to fill out the whole client questionnaire again at review time?
No. Common fields reuse answers they’ve already given, and your team can prefill anything you know. The input history shows what changed, who changed it and when.
How do clients approve a financial plan?
On the Premium plan, publish the document to the client’s portal with approval switched on. The client reads it, asks questions in the comment thread and approves. The approval is logged with time and IP address, and any later edit resets it.
Can we bill ongoing advice fees through the portal?
Yes, on the Premium plan. Connect your own Stripe account and set up monthly or yearly invoices. Clients pay by card, can save a card and see their invoice history.
Do clients need to download an app?
No. Clients sign in from any browser with a one-time code sent by SMS or email, so there’s no password to forget between reviews.
Get started
Make your next review the easiest one yet
Bring your client questionnaire online, add your branding and invite a client. The 14-day trial includes every feature.
Start free trial14-day free trial · No credit card · Clients are always free