Investor Portal is a feature accessible with an Advisor licence and Company account only.
- Go to My Account
- Go to Company
- Scroll down to spot the portal logo
From this page you can :
- Change Navigation Menu on client portal or Company Contact iframe (visible from client portal only)
- Create New Widget RSS, Links or Iframe
- Change widget visibility by clicking on EDIT
Widget visibility is linked to Company - Employees Group. Read more.
Visibility set to Company Default means that all employee can see this widget.
Widgets are visible on Apps page.