Only users with a Company + Advisor licence can activate this feature.
⚠️Investor portal is setup by InvestGlass team. Please contact us at contact @investglass.com if you wish to activate your portal.
- Go to My Account
- Go to Company
- Go to Settings and fill logo, disclaimer and footer. These information will be used to brand your invitation email.
- Go back to Company
- Go to Contact
- Create a New Contact or click edit settings of an existing contact
- Insert an email
- Tick Client Portal Access (Green)
- Click on Save
Your contact will receive an invitation via email. The first email will notify your contact that an access has been granted, then 20 minutes later a second email will share your branded investor portal link and a random password.
⚠️Please be aware of GDRP DPA Read more.
⚠️Please be aware that this kind of email invitation can be seen as a sollicitation and could be subject to your local financial regulatory framework.