Which clients you introduce the portal to first will determine your action plan. You may want to start with existing clients, perhaps those you have a great relationship with, or you may prefer to focus on newcomers by introducing the portal as part of your onboarding process.

Tip: To scale the platform across all your customers, keep it simple by mapping your roll out strategy to how you currently operate. Were you previously managing documents via email? Focus on existing clients by letting them know all their documents will be managed via a secure digital portal moving forward.


Tell your clients all about it: chat to them during your next call or meeting, invite them to an event, or send them an email campaign. Whatever you decide, make sure clients understand what the portal is, how you’ll be using it and what benefits they’ll get out of it.

Tip: The Marketing Hub is packed full of resources to help you promote your portal, including email templates, branded videos and flyers. General introductions can help set the scene, but focusing your promotions around a set of key benefits (pick your favourites!) is likely to yield better results.


Once your clients know about the portal, send them an invitation. You can do so via the Client list in the Partner Portal, or you can send them a personalised email from your inbox with your firm’s custom registration link (grab it from your Marketing Hub). This will prompt them to activate their account.

Tip: Don’t send invitations out cold! Only invite clients after you’ve introduced them to the portal so as to ensure they understand it’s a key part of how you’ll be working with them moving forward.


Clients on Starter accounts can set themselves up directly on desktop or mobile via the portal’s built-in setup wizard. When it comes to premium clients and potential Pro users, you may find it more valuable to create a boutique experience by setting them up in person during your next meeting with them. 

Tip: For our financial planning Partners, the portal’s digital fact find feature makes this process a breeze. Get clients to complete it in their own time, or go through it in person during a meeting. Any information entered will automatically be reflected in the client’s portal!

What’s the key to a successful onboarding strategy? A tailored approach that factors in your objectives and the needs of your clients. Don’t hesitate to run a pilot with a small group, then gradually scale the portal out to the rest of your customer base. And if you need any assistance along the way, get in touch with your Partner Enablement Manager! They’ll be happy to help