Your clients see your logo.

The portal and mobile app open with your firm's name, logo and color. Clients approve their returns, upload requested documents, message their advisor, and see their reports and payments.

1. 01
   Firm settings

   Choose your logo and color once; the portal, the app and emails all look the same.

2. 02
   The client's screen

   Items awaiting approval, requested documents, messages, reports and payments.

3. 03
   Only their own data

   Each client sees only their own file.

The navy on the product screen is the sample firm's own color. Product screens are shown in Turkish, the app's interface language.