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Client portal Example data
Viewing as: Example clientWelcome back, Thandi
Your plan, your goals and what your advisor has shared with you. (Invented client for demonstration.)
Net worth trend (example)
Your goals
Shared by your advisor
Your advisor
EA
Example Advisor
Example Wealth Partners
Latest note (example): “Your retirement projection improves by delaying retirement by two years. Let’s discuss at our next review.”
Documents Example
| Document | Date |
|---|---|
| Statement of advice (example) | 12 Oct 2026 |
| Retirement projection report (example) | 12 Oct 2026 |
| Annual review summary (example) | 04 Mar 2026 |