Client Portal and Onboarding Form

You can now invite clients to their own portal and send them a form to upload documents and input their information.

Client Portal

Clients can:

• view their financial plan
• view, complete, and create tasks
• upload and view documents
• edit account, cashflow, and insurance information

Onboarding Form

You can also send new and existing clients a form to complete to help populate their profile.

The form is very easy to pre-fill. Any information in the client profile will populate in the form that is sent to your client.

Clients can also upload documents directly into the form. You can choose whether you want information to be extracted in front of them or not.

Public Invite Link

You can also create a link that you can use on your website, emails, QR codes, etc., that allow clients and prospects to create an account in Kerdora.