Client Portal

3 Articles in this Category

How to Set Up Client Portal Access

Unlock the benefits of our client portal for enhanced communication and access to important resources....

portal setup | 3 min See portal setup →

Yodlee Integration - Client Portal Steps

This article includes step-by-step instructions and a video tutorial for linking outside client accounts through the Yodlee integration....

portal | 2 min See portal →

Client Portal Tutorial

Help your clients learn how to efficiently utilize and navigate their client portal....

customer tutorial | 4 min See customer tutorial →