Setting Up Client Portal Notifications

Setting Up Client Portal Notifications

Notifications appear on the right-hand sidebar of the Client Portal while on the Overview tab.

Primary notifications on the Client Portal are automatically provided and controlled by the Portfolio Manager. You may also add and push Secondary notifications for additional information you wish to convey to your clients.

To add a Secondary Notification to the Client Portal:

  1. Navigate to Run Business > Firm Profile > Client Portal.
  2. Under the Notifications section, click + Add New.
  3. Select an Icon to go along with the notification.
  4. Enter the Fill Title and Fill Body of the notification. This is the title and text that the client will see on the Client Portal.
  5. Click Submit.
Note: If you edit an existing notification, clients that have previously dismissed the notification will not see the changes made. Delete and add a new notification to push new information to all clients.

    • Related Articles

    • Setting Up Client Portal FAQs

      Client Portal FAQs allow you to post answers to frequent questions clients may have while using the Client Portal. Each FAQ question is assigned a Category for it to appear within on the FAQ Page or Contact Us page. See Client Portal Settings for ...

    • Client Portal Settings and Branding

      The Client Portal settings page allows you to configure the experience your clients have on your Client Portal. Many of these settings will be established by your Onboarding Engineer in onboarding, but you can always come to this section to make ...

    • Client Portal Navigation and Features

      Once a prospect or client has been registered as a Client Portal user, they can log in to the primary Client Portal interface. The various options and functionalities are described below. Any user in a household with a login has access to the same ...

    • Benchmarks for Client Portal

      Advisors can now expose the same comparative benchmarks they see in their advisor platform to their end-clients through the Client Portal. See Performance Settings in Performance Benchmarks: Administration for details on activating this feature. ...

    • Customizing the Client Portal per User

      Once a client exists as an End-Client User, you can edit individual settings for their Client Portal if needed. To make Per-User changes for the Client Portal: Navigate to Run Business > User Management > End-Client Access. Locate the client to edit ...