One workspace. Separate client plans.

Manage isolated individual profiles, contacts, portfolios and reports.

Checking sign-in availability…

Preview mode is not authenticated authorization. Financial data stays on this device. Adviser multi-client capabilities will require a server-verified adviser role at launch; changing a URL must never grant that role.

Existing pre-role local client files remain in the adviser preview. No files were deleted or silently migrated.

Keep me signed in on this trusted device

Use a full-page sign-in instead of a popup