Your easy-to-use client portal.

Are you looking for a one-stop client experience?

Do you want to stay on top of your client communications and portfolio management without losing track of it? Don't worry, we've got your back.

Our Client Web Portal presents modern financial advisers with a new frontier and the potential to compete with many digital-first financial services firms. Featuring an intuitive interface and on-demand portfolio access, clients enjoy complete control over their financial well-being, enhancing face-to-face relationships through seamless digital interactions.

Portfolio Access
On-Demand

Give clients 24/7 digital access to their portfolio insights, assets, liabilities, and shared documents – even when you’re away!

Your Shared Documents
In One Place

Spend less time looking.
More time doing.

Protect Your Reputation &
Your Clients’ Data

Emails carry risks. Safely transfer data and keep cybersecurity high on your priority list.

Book Demo

Simple to Use. Intuitive at Play.

An all-in-one modern and secure solution for your client-facing operations. Register your details below to request your free demo of AdviserLogic and Client Web Portal.

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