Collaborative Client Portal for advisers and clients

Get a stunning and modern Wealth Portal your clients will love. Oxide is the new standard for forward-thinking advisers and wealth managers.

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abc-financial.wealth-portal.com

Client onboarding for 2025

An onboarding experience your clients will love

Bring your clients' financial future to life with detailed yet easy-to-digest scenarios. Help your clients make informed decisions around their financial future.

Unlimited client records

Create or import as many clients as you like.

Unlimited Portal invitations

We don't charge for batches of invites.

1 inclusive Support account for each Adviser

Add paraplanners and administrators to your company at no extra cost.

Bespoke Wealth Portal URL

https://your-company.wealth-portal.com

Customisable onboarding journey

Custom journeys and messaging per-client.

White-labelling including company logo and colour palette

All included in your subscription.

Client task manager

Assign tasks to your clients, such as updating their Fact Find or reviewing a document.

Client goal manager

Collaborate with your clients on their short and long-term financial goals.

Financial dashboard for clients in their Wealth Portal

Your clients get a gorgeous dashboard to review key info.

Bank-grade encryption of client data

We use gold-standard AES-256 encryption on all sensitive data.

Priority email support

Oxide subscribers get access to priority support, training and walkthroughs.

Single Sign On (SSO)

Both you and your clients can optionally use Single Sign On, saving you from remembering another password.

Fact Find

The best Fact Find experience for your clients

Give your clients a beautiful digital Fact Find, carefully crafted based on feedback from thousands of clients. Strike a perfect balance between brevity and data accuracy, and customise on a per-client basis.

Secure document vault

Send and store documents securely, with no time limits

Use the Oxide document vault for exchanging important documents with your clients, and requesting client agreement. Documents can be safely stored for as long as you wish.

Great for client reviews

The perfect solution for ongoing client reviews

Oxide reminds you when client reviews are upcoming, and helps you create impressive ongoing reports to help illustrate whether your clients are on track to reach their financial goals.

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