Only users with a Company + Advisor licence can activate this feature.
⚠️Investor portal is setup by InvestGlass team. Please contact us at contact if you wish to activate your portal. 

  1. Go to My Account 
  2. Go to Company 
  3. Go to Settings and fill logo, disclaimer and footer. These information will be used to brand your invitation email. 
  4. Go back to Company 
  5. Go to Contact
  6. Create a New Contact or click edit settings of an existing contact
  7. Insert an email
  8. Tick Client Portal Access (Green)
  9. 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.  

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