Three portals. One governed client journey.

Adviser day-to-day + backoffice governance/oversight + client portal & mobile app, all sitting inside the same workflow-driven system.

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portals

Choose your portal

Find what matters to you

Adviser Portal

Your daily workspace for client management, planning, and advice delivery

Best for: Advisers

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Backoffice Portal

Oversight and monitoring tools for operations, compliance, and practice management

Best for: Ops & Compliance

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Client Portal

Secure self-service platform for clients to view portfolios, upload documents, and connect

Best for: Clients

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How the portals work together

Not three separate products. One unified system across the entire client lifecycle.

Onboarding

  • Meeting prep, tasks, data
  • Monitor progress, completeness
  • Upload docs, complete profile

Reviews

  • Prepare meetings
  • Set priorities & deadlines
  • View updates, request meetings

Ongoing Monitoring

  • Track alerts, valuations, tasks
  • Spot exceptions, audit trail
  • Check performance, messages

Exit

  • Maintain records, handover
  • Workflow monitoring, evidence
  • Secure document access

Adviser Portal

Everything you need, in one place

Who it’s for: Advisers, paraplanners, client-facing teams

Monitor clients

Valuations, alerts, and real-time notifications

Manage meetings, tasks, and actions

Stay on top of outstanding work and commitments

Plan and advise

Planning and cashflow tools; retirement and goal-based planning

Manage lifecycle

Onboarding/data collection; reviews and ongoing suitability

Maintain client records

Documents, notes, and complete audit trail

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Adviser Portal Dashboard
Governance Portal Dashboard

Governance Portal

Governance and oversight without chasing people

Who it’s for: Operations, compliance, practice management

Monitor workflow progress

Track onboarding/reviews across all advisers and teams

Spot bottlenecks early

Overdue actions, exceptions, and workflow blockages

Track evidence and readiness

Records, documents, and complete audit trail

Standardise delivery

Consistent processes across advisers and teams

Audit-ready by design — the process creates the evidence as you go.

Client Portal

Informed, engaged clients (without extra admin)

Client self-service

Profile/personal data; valuations and performance tracking

Service requests

Open/track cases; request meetings and reviews

Secure communication

Upload/share documents; announcements and updates

Secure sharing and clearer requests = fewer emails that start with “Sorry to bug you…”

Mobile App

See it in action

Real workflows, real efficiency

Use Case: Onboarding

1. Client submits info/docs

Via the Client Portal, upload required documents and complete profile information securely

2. Adviser reviews & progresses

Adviser Portal shows new submissions, validates data, and moves tasks forward in the workflow

3. Backoffice monitors completion

Governance Portal tracks SLAs, identifies bottlenecks, and ensures compliance standards are met

Use Case: Review Cycle

1. Backoffice sets priorities

Governance Portal identifies clients due for review, sets alerts, and assigns to advisers

2. Adviser prepares & meets

Prepare meeting materials, conduct review, capture actions and recommendations in real-time

3. Client receives updates

View meeting summaries, upload requested docs, and request next review via the Client Portal

This provides a stable platform underneath investment delivery—so scale doesn’t depend on manual coordination.

Built for scale

Enterprise-grade platform for growing firms

Multi-jurisdiction firms

Designed for advisory firms operating across multiple countries and regulatory environments

Language-aware processes

Client-facing processes adapt to language preferences — clients see their language automatically

Sage CRM foundation

Built on proven Sage CRM infrastructure for structured records, workflow, and document management

Security, records and audit trail

Built with compliance and security at the core

Role-based access

Control exactly who sees what — from client data to back-office reports, with granular permissions

Traceable records

Complete history of interactions, documents, and changes — everything logged and auditable

Consistent capture

Notes and actions automatically recorded against the client file — no manual tracking needed

Frequently asked questions

No. The Client Portal is entirely optional. You can still run your full workflow internally if clients prefer traditional communication. However, most firms find that offering the portal improves engagement and reduces email back-and-forth.

Advisers see client-level views: individual portfolios, meetings, tasks, and planning tools. Backoffice sees firm-wide views: workflow progress, exceptions, team performance, and compliance oversight. All roles are configurable based on your firm’s structure.

Every action in any portal — whether a document upload, task completion, or meeting request — is automatically recorded against the client record in Sage CRM. This creates a complete, unified history accessible across all portals, ensuring nothing falls through the cracks.

Yes. The Client Portal supports custom branding including your logo, color scheme, and domain. Clients will experience a seamless, white-labeled interface that matches your firm’s identity.

PlutoIFA detects each client’s language preference and automatically displays content in their chosen language. This includes portal interfaces, emails, documents, and workflows — making it ideal for multi-jurisdiction firms.

See the portals in your firm’s workflow

Book a personalized demo and discover how PlutoIFA unifies adviser, backoffice, and client experiences

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