Investment clients don't want surprises — they want context. Taskade Genesis creates a live investment advisor portal from one prompt, linking each client's portfolio records to their financial goals, meeting notes, and an AI agent that prepares briefing documents before every review call.
What Is an Investment Advisor Client Portal?
An investment advisor client portal is a secure digital workspace where clients view portfolio summaries, track progress toward financial goals, access meeting notes, and receive AI-generated insights — all without waiting for a quarterly PDF report.
Why Use an Investment Advisor Client Portal?
Clients who feel informed stay invested — in you and their portfolio. This portal keeps them both.
- Goal tracker: Relationship fields link each financial goal to its timeline, target amount, and current progress.
- Meeting record library: Session notes and action items are linked to the client record and searchable.
- AI pre-call briefings: An embedded agent generates portfolio context summaries before every review meeting.
- Upcoming milestones calendar: Calendar view shows rebalancing dates, maturity events, and scheduled distributions.
- Automated report delivery: Reliable automations compile and distribute quarterly summaries without manual intervention.
Who Should Use an Investment Advisor Client Portal?
- Independent financial advisors (RIAs) managing personalized portfolios for high-net-worth individuals.
- Wealth management teams coordinating estate planning, tax strategy, and investment oversight.
- Retirement planning specialists tracking milestone contributions and distribution schedules.
- Family office managers presenting consolidated performance data to multiple stakeholders.
- Fee-only planners who want polished client reporting without expensive portfolio software.
How To Build an Investment Advisor Client Portal?
- Click Use Template to clone the portal in about 10 seconds — the workspace is ready immediately.
- Add each client as a record and link their financial goals using the Relationship field.
- Switch to Calendar view to map rebalancing dates and distribution milestones via /learn/projects/databases.
- Configure the AI briefing agent at /learn/agents/custom-agents to prepare pre-call context automatically.
- Enable custom client logins on your domain (Business+) for a fully branded experience.
See financial apps from the community at /community, automate report delivery at /automate, or explore the full template library at /templates.