Client Portal

for Plan Sponsors & Participants

Our client portals are customized to match the branding of the Advisor or Broker Dealer/RIA. Each portal is dedicated to delivering essential documents, educational material, and video content.

Client Portal Features

Fiduciary Vault

Do you want a branded box to share documents with your clients? House essential documents in our fiduciary vault.

Video Hosting

Do you want to enhance your service model in scale? Create educational or personal videos to deliver to your clients.


Do you want to sell other products to your plan sponsor or participants? We can help advertise those products on the client portal!

Want to see a demo of the client portal?

Schedule a meeting with our team and we can walk you through all of our capabilities!