Learn More About Clients and Client Portals

Learn how to set up your client portals, post announcements and configure your service teams.

Clients are different from accounts, reporting groups and Households. A client is a unique contact—represented by an email address—for an individual person.

Learn More About Common Custom Service Requests for Client Portals

Get answers to the most frequently asked questions about the client portal, including how to view a client portal as a client sees it, resetting client portal passwords, seeing when a client last logged in, posting files to the client portal, and more.

Learn More About the Tamarac Mobile App

Learn how the mobile app can help make your firm's data accessible to your clients on any Android or iOS device, how the mobile app works, and how to customize it for your firm.

Customize the Automated E-mail Messages that Advisor View Sends

New client portal setup, password resets, new documents and more all require Advisor View to send an email to your clients. For example, when you reset a password, Advisor View will send an email to your client with instructions on how to reset the password.

You can customize the automated email messages that Advisor View sends—even if you don’t have any specialized knowledge of HTML. You simply type the email message in the email editor and insert fields from the database (much the same as a mail merge in Word or other programs), resulting in personalized emails.