Gavin Stanley

Claudia Santos

Information on how to manage your Adviser Portal

Adviser Portal

This article was created with the purpose of guiding you through how to cancel the subscription

How to cancel your subscription

Add your credit card information to continue using our solution

How to manage payments

Create and account and manage Advicefront's payments

Your Account & Payments

Find out how you can make your account more secure with two-factor authentication.

How to set up two-factor authentication

Learn how to reset your email address successfully

How to change your email address

Set up your profile with your personal information so your clients can easily recognise you.

How to update your Account and Profile

Set up your account details and profile information.

Your Settings

Setting up Oxford Risk as your Risk Provider

Learn how to manage your client payments by using the GoCardless integration

How to use GoCardless

How to set up Veriphy - Anti Money Laundering solution

Connect with GoCardless and charge your clients

How to integrate with GoCardless

Get your clients' risk tolerance score and reports centralised.

How to integrate with Portfoliometrix (PMX)

Export clients to Intelligent Office from your account.

How to integrate with Intelligent Office (iO)

Exporting to Time4Advice/CURO

Check the data that is exported to Intelligent Office from your account.

Which fields are exported into Intelligent Office (IO)

Import clients to Voyant from your account.

How to integrate with Voyant

Access your clients cash flow planning information with our solution.

How to import clients from CashCalc

Learn how to successfully connect your account with the FinaMetrica integration

How to integrate with FinaMetrica

Connect with Slack to receive client notifications

How to integrate with Slack

Find out how to integrate with your favourite platforms

Manage your Integrations

How to Manage your team's permissions

How to get started building Agreement templates within our solution

How to set up Agreements

A step-by-step guide to create a beautiful landing page for your business.

Create your firm's landing page

Find out how you can add your firm's team into the system.

Invite your Firm's Advisers

Here you will be able to manage your firm details successfully

How to manage your firm details

How to associate an Adviser with a Paraplanner

If you're an admin you'll have to provide all the necessary information about your firm

Firm Settings

Create agreements within our solution or upload an existing PDF and send them to your clients

How to send an agreement

With our solution, you will have access to a documents section where you can share all the essential documentation with clients.

How to use the Documents section

A step-by-step guide to create a beautiful landing page for your business

How to set your Firm's Landing Page

Create a Client Agreement and select your Risk Provider

Firm Process Settings

How do you handle two clients on the same account and manage tasks such as getting both clients to sign-off an agreement within the system?

How to manage joint clients (households)

Learn the best procedure to delete your client's account

How to delete clients

Learn the best procedure to change your client's adviser

How to change the adviser associated with a client

Bring your clients and prospects to our solution by sending a personalised invitation.

Inviting Clients

Access all client data regarding fact-finding and risk-profiling.

Managing and seeing Clients' Activity

How to access your client's Fact-find information.

Getting your client's Fact-find

How to access your clients' Risk Profile information and export it to PDF.

Getting your client's risk profile

Exchange messages with your clients at any time and build a strong connection from day one.