Two people reviewing the partner portal on a laptop

One joined-up system comes with the partnership

Your firm’s portal holds every client, what the public record shows about each one, and every introduction. Your firm sends each client, in its own name, six questions, a ranking of their priorities and a financial health check. What they answer lands on their record in your portal.

Your firm gets it when it joins.

The partner portal

The portal carries your firm’s branding, uses two-factor authentication on every account, and shows each firm only its own clients.

Your client list, checked for the six things the public record shows

Put your client list in from the software you use. Each limited company is checked against its Companies House record and the filed accounts. The portal shows which clients have something to plan and why.

  • Each entry shows the filing behind it
  • Approved wording sits behind the “Why” button, ready to use
  • One click records the introduction and the portal follows it from there
The Clients view, with each client checked against the public record

Campaigns to your clients

A campaign is an email from your firm to a group of your clients about one topic, with a link to the health check or an article. The portal builds the client list, sends the email and sends the follow-up.

Because the wording goes out in your firm’s name, anything Equity & General compliance has not reviewed stays marked as a draft and cannot be sent.

The Marketing view, with approved campaigns

The dashboard

Clients in the portal, introductions in progress, advice in place, and the clients to talk to this week. Your partnership manager’s name and direct number are at the top.

The partner dashboard

Training

The six moments, the approved wording, and where regulated advice starts. Short lessons your client managers complete in the portal.

The Academy section of the partner portal

The client tools

Your firm sends each client, in its own name, six questions about their position, a ranking of their priorities, and a financial health check they complete in their own time. What they answer lands on their record, and the conversation with the financial adviser starts from it.

A couple completing the financial health check at home
1
The Financial Health Check as a client opens it
Sent by your firm, opened in the client’s own time.
2
The health check questionnaire
Twenty-five questions across six areas, about eight minutes.
3
The finished health check report
The report they keep: a score, every area rated, and the three things to do first.
4
The attitude to risk questionnaire
An attitude-to-risk questionnaire, so the meeting with the financial adviser starts from a recorded position.
5
Booking a conversation with the Equity & General team
When a client is ready they book a meeting with the Equity & General team.

Everything the client sees carries your firm’s logo. Equity & General appears where the regulation requires it.

See the platform on a video call

Fifteen minutes with the partnership manager, in the live system.

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