The Client Portal: informed, engaged clients
Give clients secure self-service in the Client Portal with portfolio valuations, document upload, meeting requests and service case tracking—linked to your governed client lifecycle on Sage CRM for IDD and MiFID firms.
Secure self-service for advice clients
The Client Portal: informed, engaged clients
PlutoIFA’s Client Portal (and mobile app) helps clients stay informed, respond faster, and complete the admin you actually want them to do—securely, and without turning your support team into a human ticketing system.
In the Client Portal, you can:
Update your profile and personal details securely.
View portfolio valuations and performance in one place.
Open and track service requests without email ping-pong.
Request meetings and reviews directly through the portal.
Upload and share documents securely with the firm.
Receive updates, announcements and news via the portal or mobile app.
Built for IDD and MiFID advice firms on Sage CRM
The portal forms part of a governed, workflow-driven client lifecycle—from onboarding through reviews and beyond.
What the Client Portal can do
Everything in the Client Portal is designed to keep clients informed, engaged, and properly documented:
1
Get a clear client view
See valuations, performance and key updates in a single place so you’re not guessing what’s changed since the last call.
2
Keep personal data current
Maintain your profile information so your adviser’s records stay accurate and review-ready.
3
Log service requests properly
Open a case and track progress with a clear trail, rather than chasing replies across inboxes.
4
Request meetings and reviews
Send a structured request that feeds into the firm’s workflow so it’s handled consistently.
5
Share documents securely
Upload and share documents in a controlled way that supports proper record-keeping.
6
Stay connected on mobile
Use the Client Portal and mobile app to keep momentum between meetings.
Key capabilities
Client self-service
Profile management
Personal data updates.
Request logging and case tracking.
Clear prompts for “what happens next” through lifecycle stages
Portfolio visibility
Internal reporting that can draw on meetings, emails, and documents for context when needed
Emails, calls, and Teams meetings linked to client records
Valuations and performance access.
Multi-jurisdiction ready
Language-aware data
Cross-border advice support (UK/EU)
Secure document sharing
Task generation, ownership, and monitoring
Workflow-driven onboarding, reviews, and exits
Secure access with version control for client records.
Connected to your adviser workflow, not bolted on as an afterthought
The Client Portal is part of PlutoIFA’s broader platform (including Adviser and Backoffice portals), so client-provided information and questionnaires can feed directly into adviser workflows—reducing duplication and keeping records aligned.
Secure by design, built on Sage CRM
PlutoIFA builds on Sage CRM capabilities—supporting secure access and version control for client documents and statutory records, alongside linked communications and auditable interaction history.
Frequently asked questions
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