Client onboarding
Plan Portal
Internal staff DEMO of the invite-only Plan Portal. Not open for client or prospect use on this host.
Staff DEMO only.
This host is an internal non–go-live walkthrough. Do not send real client invites, collect prospect intake, or enter client NPI. Client paths stay Entra-gated and offline until Compliance clears go-live.
Advisors (staff)
Sign in with Microsoft to walk the advisor UI. Invite creation and answer collection are locked on this demo.
What this demo is for
- Staff review of layout and advisor flows after Microsoft sign-in.
- No prospect redeem CTA — real client collection waits on firm-controlled storage and Compliance go-live.
- Sticky banner on every page: DEMO — do not enter client NPI.