> ## Documentation Index
> Fetch the complete documentation index at: https://redbark.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Introduction

> Redbark Advisor is a client portal for advisory firms, branded as your firm.

Redbark Advisor is a client portal for advisory firms. You invite a client and send a checklist. The client uploads documents, answers questions and connects their banks in a portal that carries your firm's name, logo and colour. You review what comes back, message the client and export reports.

> [!NOTE]
>
> Advisor is in Closed Beta. To get access, [join the waitlist](https://accounts.advisor.redbark.com/waitlist). For questions, email [support@redbark.com](mailto: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

> [card] [Quickstart](https://redbark.com/docs/advisor/quickstart.md)
>
> Set up your firm and send your first checklist.

> [card] [Clients](https://redbark.com/docs/advisor/clients.md)
>
> Add, invite and manage clients.

> [card] [Client portal](https://redbark.com/docs/advisor/client-portal.md)
>
> What your clients see and do.

> [card] [Checklists](https://redbark.com/docs/advisor/checklists.md)
>
> Ask every client for the same things.

> [card] [Documents](https://redbark.com/docs/advisor/documents.md)
>
> Review the files clients share.

> [card] [Money](https://redbark.com/docs/advisor/money.md)
>
> See a client's accounts and balances.

> [card] [Messages](https://redbark.com/docs/advisor/messages.md)
>
> One thread with each client.

> [card] [Reports](https://redbark.com/docs/advisor/reports.md)
>
> Export reports for a client.

## Settings

> [card] [Branding](https://redbark.com/docs/advisor/settings/branding.md)
>
> Logo, colour and client emails.

> [card] [Team](https://redbark.com/docs/advisor/settings/team.md)
>
> Invite people and set roles.

> [card] [Billing](https://redbark.com/docs/advisor/settings/billing.md)
>
> Your plan, trial and client limit.


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