Client portal & invites
Invite clients to a branded portal with magic-link sign-in — shared plan and Monte Carlo summary, documents they can accept or sign, optional what-if scenarios, and forms before meetings. You control visibility; clients never need a standalone password.
Client sign-in
Each advice firm gets a white-label tenant: your logo, colours, and URL path. Clients request a magic link to their email — no password management on your side.
The portal shows the plan you have saved and shared; clients see documents you mark visible (SOA, agreements, Blueprint PDFs, statements).
Accept, decline, or sign
Mark vault documents as requiring client action. Clients can accept, decline, or request changes — and optionally add a canvas signature with typed name and attestation. Every response is logged for your file, with follow-up tasks when a client declines or asks for amendments.
You stay in control: reset a request, view the signature image, and keep the advice record audit-ready without a separate e-sign product.
Engagement between reviews
RetireMe is the modelling and client engagement layer for your practice — lifetime cashflow, scenarios, workflows, document vault, and portal actions in one branded tenant. Keep billing, provider platforms, and any firm-wide CRM you already use; use RetireMe where the plan and advice artefacts live.
When you enable it, clients can run what-if scenarios (without changing your default plan), complete forms, and review shared documents between meetings.