Bridge Financial Technology

This article details the workaround process to send Client Portal Invitations to prospects or clients that do not have accounts on Atlas

Client Portal Invitations: Sending Invites to Prospects

Come here to learn about our Client Portal and how it can enhance communication between you and your clients.  

Overview of tools available in the Client Portal

Overview of how to invite clients to the Client Portal

Sample email correspondence for inviting clients to the portal

How to manage and view reporting on held-away accounts

Adding Heldaway Accounts from the Advisor Side

How to securely share files with users and clients

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