What is an adviser portal for wealth management?

Invessed client portal mockup

An adviser portal is a secure online platform that allows financial advisors or wealth management professionals to access and manage certain aspects of their relationships with their clients.

Adviser portals for wealth management can provide financial advisors with a range of tools and resources to help them manage their clients' finances and investments, including access to account information and performance, financial planning resources, and the ability to communicate with their clients.

Adviser portals for wealth management can be accessed through a web browser or a mobile app, and they typically require financial advisors to log in with a username and password to access the portal. Once logged in, financial advisors can typically view and update client information, access financial planning resources and documents, communicate with their clients, and perform other tasks related to their clients' wealth management relationships.

Adviser portals for wealth management can provide a convenient and secure platform for financial advisors to access and manage their client's accounts, and they can help improve communication, collaboration, and customer service between financial advisors and their clients.

How can GrowCreate help?

GrowCreate is a specialist agency delivering digital solutions for Wealth and Asset Managers. We have extensive experience delivering client portals, websites and apps; working with firms that want to transform their client relationships.