Currently a client can see all the things that apply to them personally like their plans, on one portal, but need to use the account switcher to access any other records that are also managed by the same IFA.
If I am a client that is part of a Trust it would be good if I have a menu item or block on the dashboard that allows me to see Trusts I am named on and also businesses that I am a contact for. It would be a limited view of the details of each, with a link to head to that portal to dive deeper.
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Rejected
Feature Request
Client Portal
About 2 years ago

Nick Harper
Get notified by email when there are changes.
Rejected
Feature Request
Client Portal
About 2 years ago

Nick Harper
Get notified by email when there are changes.