Swivel

Learn how Client Portals give clients one place to view financial information, including products and holdings you share and accounts they add themselves. Understand how Portal access works and what…

Client Portals: What You Need to Know

Learn how to create a Client Portal, share household information, manage invitations, and control client access.

Create & Manage Client Portals

Learn how Client Portal setup works, including the Welcome, About you, Your accounts, Connect accounts, Goals, Members, and Review steps. Troubleshoot household members, missing setup information, invitations, and skipped setup.

Help Your Clients with Client Portal Setup

Learn how clients can search and filter accounts in Client Portals, understand account sources, troubleshoot missing accounts and filters, and determine why account balances may not update automatically.

Help Your Clients Understand Accounts in Client Portals

Learn how to answer common client questions about Client Portal access, household information, Financials, and connected accounts.

Help Your Clients Use Their Client Portal

Learn how to view a client's financial picture and add assets, liabilities, and insurance that your firm does not manage.

View a Client's Financials & Add External Holdings

Celeste Olson

Boni Newberry

Give your clients access to view their upcoming appointments, Swivel Summary, and your company and staff contact information.

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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