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Client Portal for Financial Advisors app that fits your process
Client Portal for Financial Advisors that lets you let people self-serve instead of asking your team for an update. For account and support teams.
Build secure app fast
Build secure app fast
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Each Vendor Sees Only Their Own Data
Row-level access means every vendor who logs into your portal sees only their own POs, contracts, and payment status — even when all vendors share the same database table. No risk of data leakage, no custom code needed.
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Connect to Your ERP or Procurement Database Directly
Jet Admin builds the vendor portal on top of your existing Postgres, MySQL, or ERP API — no data migration, no syncing to a new platform. Vendors always see live data from your source of truth.
Vendor Onboarding with Document Collection Workflows
Vendors submit required compliance documents, certifications, and bank details through branded forms that write directly to your database. Track completeness per vendor and trigger alerts when documents expire.
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White-Label Branded Portal on Every Plan
Apply your company logo, custom domain, and brand colors — included on all Jet Admin plans. Deliver a professional vendor experience that strengthens supplier relationships from day one.
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Vendor Performance Dashboards and Spend Analytics
Build real-time dashboards showing delivery rates, PO fill rates, and spend per vendor — pulling directly from your procurement database, without exporting to spreadsheets or waiting for quarterly reviews.
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Frequently asked questions
What is a client portal for financial advisors?
A secure place where clients can see their holdings, statements and documents, and where the communications you are required to retain are recorded.
Can clients see their portfolio?
Yes, read from your existing custodian or portfolio system rather than re-keyed. The figures a client sees and the figures you work from are the same figures.
Is client communication retained?
Messages through the portal are stored with sender, recipient and timestamp. Retention obligations remain yours to define; the system provides the record they depend on.
How are documents protected?
Statements and agreements sit behind role-scoped access with every retrieval logged, rather than being emailed to an address that may no longer be private.
Can households be modelled?
Yes. Spouses, trusts and connected entities can be grouped so a client sees the whole picture while permissions still hold at the individual level.
