Wealth Portal

Firm-branded wealth onboarding, governance, and advisory collaboration.

Secure client onboarding, identity verification, and document-backed wealth workflows stay inside the portal experience.

Create secure accountClient sign in

Designed for high-trust onboarding

The approved Figma flows center on registration, identity verification, passkeys, and guided document intake before full client activation.

Prospect entrypoint
Net Worth
$11.2M
+10.9%
Goals
3/4
On Track
Tasks Pending
5
Action
Liquidity
80
Excellent
Prospect Experience

Advisor-branded intake

Prospects move through self-registration, verification, passkey setup, and initial document upload with a firm-specific advisory wrapper that stays on the tenant-branded experience.

Modules
ReportsGovernanceEstate PlanningAccount ConnectionsAI Financial ChatAI Meeting Assistant
Firm

Secure client portal

Secure onboarding and client collaboration.

Secure client entryBranded portal routing