We're excited to unveil our new, focused client dashboards!
Introducing four dynamic new client views, designed to perfectly match your client's needs and capabilities with the features of the portal they require.
The chart below will help you to better understand the New Client views and their features:
**Wealth and Ultimate views are NOT available to Entity clients.
Docs
This view is the core functionality of all views.
The client focus is on uploading documents, completing tasks, digital signing and use of digital forms. Simple and easy to use for the newer user.
Rooms
This view is all core functions of Docs but with the added functionality of Rooms for a more secure collaborative experience for jobs at hand. Great for a more collaborative working space.
Wealth
This view includes all core functions of Docs and Rooms, with an added focus on Wealth. It enables the addition of assets and liabilities and features a dedicated Reporting area.
Great for a Pro client who wants balances of net worth.
**Wealth view is NOT available to Entity clients
Ultimate
This is our all-in-one client view, with a financial focus on Wealth, Cashflow, Insurance, Wills, Reports, and much more. It's perfect for the Pro client, offering data feeds for a complete experience as well as ensuring all whole of wealth information is available at the click of a button..
**Ultimate View is NOT available to Entity clients
Classic (Legacy Client View)
This is our traditional all-in-one client view, with a financial focus. This view will be decommissioned in the near future.
To learn how to change your client's portal view, see How do I change a client's portal view?