Client facing portal is meant to connect INVESTOR to ADVISOR. Please make sure that you have a ADVISOR account.
Create an account. Go to this link https://app.investglass.com/users/new?type=premium
Insert your client data - please note that the real name is not needed! You can create a random username.
Then click on Create your account now
Copy My InvestGlass Id.
To copy InvestGlass ID, you can use the right click of your mouse or shortcuts. For exemple press CTRL + C for a PC or cmd + C for a MAC Apple.
From My Account - > Click on Logout
Go back to your account from here https://app.investglass.com/
Click New Client.
Paste your client InvestGlassID. To copy InvestGlassID, you can use the right click of your mouse or shortcuts. For exemple press CTRL + V for a PC or cmd + V for a MAC Apple.
Add a Pseudonym and add a relationship manager. You can save additional information then click on Create. 👍🏻 Good job. If you have more than 10 clients to create please contact our team by clicking on the chat bouton.
Your client will receive an account creation notification by email. Would you create a fake email - please don't forget to send your client his username by email.
GRANT CLIENT ACCESS TO HIS PORTFOLIO
Go to Company
Select a Client and click on his name. Click on Display to Client.
Go to Client Portfolio
Click on Action and select Edit
Click on Display to Client
Click on Save 👏👏
GRANT CLIENT ACCESS TO RESEARCH
Research is filtered by tags or securities hold into a portfolio. You can select several options here:
Go to Company
Select Settings. From the Client Portal section you can activate multiple options.
We setup a logo, small logo and background image for West Oak Asset Management - a dummy example. Below you will find your client - user experience on the client facing portal.
Client connects though the following address https://app.investglass.com/
Client selects West Oak Asset Management - Clicks on Connect
Client facing portal can be branded and client will see resources granted.
Good job! 🤠