The Client Web Portal provides clients with a secure and modern digital experience, allowing them to view their investments, assets, liabilities and shared documents online. The portal is designed to help clients better understand their financial position and investment performance through easy-to-read dashboards and interactive charts.

The Client Web Portal consists of three main pages:

Each page provides a different view of the client's financial information.

The Overview page provides a high-level snapshot of the client's financial position, including investments, assets, liabilities and shared documents.

This section provides a summary of how the client's investments have performed over the previous twelve months. It highlights key investment metrics to help clients quickly understand portfolio performance.

The Ending Balance displays the total value of the client's superannuation accounts and investment portfolios.

The Total Gain shows the overall gain achieved by the client's portfolio over the previous twelve months. This is displayed as both a dollar value and a percentage.

Cumulative Contribution provides a summary of additions and withdrawals made to the client's superannuation accounts and investment portfolios during the previous twelve months.

This section displays the client's portfolio asset allocation using a pie chart. It also shows the top ten holdings, including their dollar value and percentage weighting within the portfolio.

The Your Net Worth section provides a consolidated view of the client's financial position by combining assets and liabilities to calculate their overall net worth. This information is presented visually, allowing clients to quickly understand how their wealth is distributed and how their assets compare against outstanding liabilities.

Asset values may include superannuation accounts, investments, cash holdings and personal assets, while liabilities may include loans and credit card balances. By presenting this information in a single location, clients can easily monitor changes to their financial position over time.

The Your Insurance Details section provides a summary of the client's insurance policies recorded within AdviserLogic. This allows clients to quickly review their insurance arrangements alongside their investment and financial information.

Insurance policies are grouped by cover type, such as Life insurance. For each policy, clients can view the provider, policy name and the insured amount. This section provides a consolidated view of the client's current insurance cover, making it easier to understand the level of protection in place.

Any documents shared with the client are available from the Documents section of the Overview page, providing quick access to important files.

The Investments page provides a more detailed view of investment performance, portfolio composition and account information.

Clients can select a specific timeframe to view portfolio performance over a chosen period.

This displays the current total balance of the client's superannuation accounts and investment portfolios.

This displays the total investment gain achieved during the selected timeframe, including both dollar and percentage returns.

This section provides a breakdown of contributions, additions, withdrawals and other cash movements made during the selected timeframe.

This interactive graph shows how the client's investment portfolio has changed in value over time.

When hovering over the graph, clients can view the Ending Balance and Cumulative Contributions for a specific date.

This section displays portfolio asset allocation using a visual pie chart, helping clients understand how investments are distributed across asset classes.

This column chart provides a detailed view of investment growth percentages over a selected period.

This section displays all included investment accounts and provides a summary of:

The information shown is based on the selected timeframe.

This view provides a list of all investment holdings within the household portfolio, including:

The Documents page allows advisers and clients to securely share and access documents within the Client Web Portal.

Clients can view, upload, download and access documents that have been shared with them, providing a secure alternative to sending sensitive files via email.

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