All guides / Clients

A Client's First Sign-In

What the client you just added sees when they open the portal for the first time. Because you captured them, they are never asked to choose an advisor: they accept the terms, are welcomed by name, and meet you. Then comes the same intake a walk-in gets — picking up from whatever you already entered, so they are not asked twice — before they land on a home page leading with what is still outstanding. Worth watching before you tell a client what to expect.