Introduction to the New Client Portal

Get a high-level overview of the new client portal's features and benefits to you and your clients.

Elements of the New Client Portal

Learn about the pieces that you combine to create a new client portal.

Workflow: Set Up a New Client Portal

Learn the steps for how to set up a new client portal.

Assign New Client Portal Templates to a Client

Learn how to turn on the new client portal for your clients.

Preset Client Portal Configurations

Learn about all the default settings assigned to the new client portal where the settings are different from the legacy client portal.

Set Permissions for the New Client Portal

Find details on the Tamarac role permission that allows advisors to see the Configuration Tool.

Customize a Branding Template

Learn how to customize the logo and colors for the client portal using the Branding template.

Branding Template Onboarding Guide

See where the colors in the Branding template show up on the client portal.

Customize Branding Template Colors

Learn how to change the colors in a Branding template.

Upload a Branding Template Logo

Learn how to add your firm's logo to the client portal.

Reports Available in the New Client Portal

See a list of all the reports you can add to the new client portal as page or dashboard widgets.

Customize a Reports Template

Learn how to customize the pages, reports, dashboards, and features available to clients in the new client portal.

Customize New Client Portal Dates and Date Periods

Control which dates and date periods are available to clients in the portal.

Customize New Client Portal Pages and Reports

Create a library of the pages and reports available to include in a Reports template.

Customize New Client Portal Widgets

Create a library of the widgets available to include on one or more dashboards in a Reports template.

Customize Some Page and Widget Colors on Reports Templates

Learn how to customize the colors shown on the MoneyGuide page and widget and the Income vs. Spending chart.

Add and Remove Pages from a Reports Template

Learn now to customize Reports templates with pages from your page library.

Build a New Client Portal Dashboard

Learn now to customize or create dashboards for the new client portal using widgets from your widget library.

Organize Pages in the Left Navigation Menu

Learn now to add pages to a Reports template and arrange how they appear in the left navigation menu.

Introduction to the New Client Portal Accounts Page

Learn about how clients can use the Accounts page to track their managed and unmanaged assets, liabilities, and accounts.

Allow Clients to Link Accounts in the New Client Portal

Turn on external account linking for clients in the new client portal.

Introduction to the New Client Portal Documents Page

Learn about how you and your clients can use the Documents page to share

Allow Clients to Upload Files in the New Client Portal

Learn how to allow clients to share files with you through the Documents page.

Introduction to the Spending Page

Learn about how clients can use the Spending page to create budgets, track income and spending, and directly compare their spending habits with those of financial peers.

Introduction to User Preferences

Under the User Profile, clients can reset their passwords, change the color mode, and access contact information.

Control Whether Clients See the Contact Us Page in the New Client Portal

The Contact Us page shows contact information for the Service Team assigned to the client's Household. You can show or hide this contact information for each Reports template.

Turn on Manual Assets or Liabilities for the New Client Portal

Control whether clients can add, edit, and delete manual assets and liabilities.

Allow Clients to See Unmanaged Assets in the New Client Portal

Control whether clients see unmanaged assets separately or combined with managed assets on the Accounts page.

Include Benchmarks in the New Client Portal

Add account benchmarks to pages or widgets.

Include Custom Fields in the New Client Portal

Add custom fields to pages or widgets.

See Template Assignments

See at a glance which clients are using which version of the portal, and which templates they're seeing.

Introduction to the New Client Portal Mobile App

Learn about how clients can access their client portal anywhere, any time, with the mobile app.

Download the New Client Portal Mobile App

Learn how clients find the mobile app in the app store.

Access the New Client Portal Mobile App

Learn how clients sign in and out of the mobile app.

New Client Portal Mobile App Dashboard Tiles

Learn how clients sign in and out of the mobile app.

Workflow: Create a Branded Mobile App

Walk through the steps required to add your own branded mobile app to the Apple and Google app stores.