Build a Client Portal for Your Wealth Management Firm

A wealth management client portal gives each household one secure place to see its reports, read what was agreed at the last review and exchange documents. Describe your relationships and what clients should see, and Mythex builds the portal with logins, household permissions, private storage and an activity log.

Who it's for

Firms whose clients email for a valuation every time markets move, whose tax documents arrive as unencrypted attachments, and whose review actions live only in the adviser's notes.

What you can build

Valuations and reports by account and date
Short market commentary posted alongside
Review notes with agreed actions and owners
Secure upload for tax returns and statements
Household members with permissions set by the client
An activity log of logins and downloads

Organise by relationship, then account

A relationship may cover a couple, their joint and individual accounts, a pension, a company account and a family trust. After login, show the relationship summary with the latest valuation date, then each account with its reports in date order. Trustees and company directors can be given access to the entity they are responsible for without seeing the family's personal accounts.

Relationship summary first
Accounts and entities beneath
Reports in date order with commentary

Post after every review and every sharp market move

Upload a valuation and a short note after each review and whenever markets move sharply. Clients who can see their position and your view call less in a downturn, and those who do call are better informed. Mark each upload with the date the figures relate to, so nobody confuses an old report with a current one.

Review notes and actions

After each meeting, publish the notes and the actions agreed: who will do what by when, such as the client sending a tax return or the firm arranging a pension transfer. Clients see their own open actions, and advisers see every open action across their book.

Access, logging and compliance

Ask for every query to be limited to the signed-in user's relationship, private storage for documents, and a log of logins, uploads and downloads. Mythex builds these into the app but holds no financial-industry certification, so have your compliance lead review the portal and its wording against your regulator's rules before inviting clients.

A prompt to start from

Build a client portal for my wealth management firm. Each relationship has members, accounts and entities like a family company or trust. Clients log in to see valuations and reports we upload per account with a date and commentary, review notes with agreed actions and due dates, and a secure document exchange. The primary client sets what each family member can see. Log every login, upload and download, and give advisers a view of all their clients' open actions.

Questions

Can clients see their portfolio value in the portal?

They see the valuations and reports you upload. Live figures need a connection to your portfolio system's API, if it offers one.

Can family members have their own logins?

Yes. Household members get their own logins with permissions the primary client chooses, such as reports only or documents too.

Can clients upload tax documents securely?

Yes. Files go to private storage linked to the relationship, visible only to that relationship and your staff.

Can I brand it with my firm's domain?

Yes. Describe your branding in chat. A custom domain such as clients.yourfirm.com needs Pro at $25/month.

Do I need to code?

No. You describe the portal and adjust it by chatting. The code is there to review and edit on Pro.

Templates to start from

Mortgage Calculator Template — Live amortization with PMI
Finance Dashboard Template — Board-ready finance reporting
Invoice Generator Template — Canvas invoicing with PDF export
Expense Claims App Template — Receipt uploads with policy checks
Sales ROI Calculator Template — Three-scenario models and branded PDFs
Agency Client Portal Template — PIN-protected views on a Kanban board
Freelance Invoicing Template — Saved clients with revenue stats
Commission Calculator Template — Tiered comp plans and quota attainment