$11.2M
+10.9%Help advisory firms launch secure client portals on their own domain, manage accounts and billing from one workspace, and keep onboarding, governance, and document workflows in one system.
We could not confirm this branded portal host. Please use the link shared by your advisory team or contact your firm directly for the correct portal address.
Launch branded portals that keep prospects, clients, and families in the firm’s experience instead of a generic product shell.
Show plan, billing, and account coverage by household so the firm can manage revenue and service delivery in one place.
Move email, identity verification, passkeys, and document intake into a guided workflow with clear next steps.
Track quarterly reviews, meeting prep, follow-up tasks, and advisor service commitments in the same workspace as accounts, billing, and client access.
Secure onboarding and client collaboration.
Firm representatives sign in at app.wealth.accredited.ai while end clients stay on the firm's own branded portal.
Show families, institutions, balances, and billable AUM in one place so the firm can service households and explain pricing transparently.