Welcome to Your Client Portal
Here you can access your dashboard reports, view previous invoices, and more. If you have trouble logging in 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.
Client Resources
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 or need help accessing these links, please contact us via the chat.