Welcome to Your Client Portal

Here you can access your dashboard reports, view previous invoices, and more. We have partnered with a platform called Affluent Bridge Analytics to host your client dashboard reports and other resources securely. Your client resources are password-protected and will require you to use your Affluent Bridge Analytics login. If you don’t have a login, need help accessing these links, or have questions about anything on your portal, you can send us a message through the chat widget in the lower right of the screen.