Advisor is in Closed Beta. To get access, join the waitlist. For questions, email support@redbark.com. If you already use Advisor, use Submit bug or Submit feedback in the bar at the top of any page.
Who it’s for
- Financial advisors
- Accountants
- Mortgage brokers
How it works
1
Set up your firm
Add your firm name, logo and brand colour, then invite your team.
2
Add a client
Enter their name and email. Advisor emails them an invite from your firm.
3
Send a checklist
Ask for documents, answers to questions and bank connections.
4
The client fills it in
They sign in to your portal with a code sent to their email. No password needed.
5
Review and follow up
Approve each item or send it back with a note. Message the client and export reports.
Explore Advisor
Quickstart
Set up your firm and send your first checklist.
Clients
Add, invite and manage clients.
Client portal
What your clients see and do.
Checklists
Ask every client for the same things.
Documents
Review the files clients share.
Money
See a client’s accounts and balances.
Messages
One thread with each client.
Reports
Export reports for a client.
Settings
Branding
Logo, colour and client emails.
Team
Invite people and set roles.
Billing
Your plan, trial and client limit.