Keep clients involved
A client portal in your name, not ours
Clients get their own sign-in carrying your company name, logo, colours and AFSL details, where they can see their financial position, add to it themselves, complete questionnaires and read what you share — connected to the record your practice works from.
What clients can do
Help clients contribute the information your team needs and return to the material you share.
Financial information
Assets, income, expenses, liabilities, goals and objectives, and protection, shown as graphs and cards rather than raw tables. Dedicated entry forms let clients add their own entries against each area, so the fact find keeps up to date between reviews instead of going stale.
Questionnaires
Questionnaires issued by the adviser are completed in the portal, with the client's own comments recorded alongside the adviser's, so the conversation about an answer stays with the answer.
Documents and files
A documents and files area gives clients a place to read the material you share. Use it alongside the client record when preparing for meetings and follow-up.
Contact, appointments and payments
A contact-your-adviser view sits in the portal. Appointments can be accepted or declined through a secure link that needs no sign-in at all, and payments and payment history are available alongside the client's profile and settings.
For the practice
What the practice controls
Their own sign-in
Clients authenticate through a separate client login with their own email verification and password reset. An adviser invites a client to the portal directly from the client record.
Your brand, not ours
The client app carries your company name, AFSL name and licence name, website and logo, plus its own theme. The onboarding form that runs before a client ever signs in carries your primary, secondary and font colours and your own welcome, thank-you and what-happens-next messaging.
One record on both sides
What the client enters in the portal lands on the same client record your practice works from, so the review is prepared from one picture rather than reconciled from two.
A practical walkthrough
From a client update to a prepared meeting
- Invite the client from their record and introduce the portal as part of the service your practice provides.
- Ask the client to review their financial information, add what has changed and complete the questionnaires needed for the conversation.
- Review what the client has provided, clarify missing details and prepare the next meeting from the same record.
The portal is one of three ways the fact find gets filled in; the fact find page covers the other two. For the review itself, see review preparation.
Questions about the client portal
Do clients need an account to use the portal?
Yes, for the portal itself: each client has their own sign-in with email verification and password reset, and is invited from their record. Confirming an appointment needs no account — the client accepts or declines through a secure link.
Can clients see live portfolio values?
No. Souffle takes no platform data feeds, so the portal shows what the practice or the client has recorded, not a live valuation. The position date on the record shows when the picture was last confirmed.
Is the portal branded to our practice?
Yes. The client app carries your company name, logo, theme, website, AFSL name and licence name, and the onboarding form carries your colours and messaging.
Can clients sign documents in the portal?
Souffle captures a drawn signature on screen for documents that need signing. It does not connect to an e-signature service such as DocuSign or Annature and does not produce a signing certificate.
Is there a mobile app?
The portal is a web application that clients use in a browser on a phone, tablet or computer. There is no separate app to install.
Get started
Walk through the client experience
Walk through client records, lead onboarding, workflow boards, modelling and the client portal with someone who knows Australian advice practices.