Gemifi

The client portal provides client-facing views of selected information. Workspace admins manage portal access.

Choose the sections to enable: the dialog offers Holdings, Cash flow, Concentration, Upcoming events, Trading plan, Notifications, and Scenario modeling.

Review the choices, then select Send invite when ready to email the client.

1. Open the client → Profile.
2. Find the Client Portal card.
3. Select Invite to portal.
4. Confirm the client's email address.
5. Choose the sections to enable: the dialog offers Holdings, Cash flow, Concentration, Upcoming events, Trading plan, Notifications, and Scenario modeling.
6. Review the choices, then select Send invite when ready to email the client.

Portal invitation dialog with email and section permissions

The invitation uses a magic-link email. Confirm the recipient before sending. Portal-section availability is controlled separately from advisor workspace membership.

Use Preview portal from the client profile or client header. Review the content and enabled sections before asking the client to use the portal.

In Plans → Build → Plan Library, use the plan's Send to client portal control. A shared plan shows a stop-sharing control. Sharing a plan and designating the primary plan are separate actions.

Review any compatibility notice shown by the share control. The current plan-sharing UI warns that client-portal reports do not yet support planned ESPP sales. For those cases, review an appropriate <a href="https://support.gemifi.co/en/articles/11852838">advisor report</a> before choosing what to share.

Confirm the email address and portal status, ask the client to check spam, and review access with the workspace admin. Use Chat with us if the invitation or access problem persists. Never ask the client to share a password or one-time sign-in code.

Related: <a href="https://support.gemifi.co/en/articles/11571674">Share a plan</a> and <a href="https://support.gemifi.co/en/articles/12026765">workspace roles</a>.

Invite a client to the portal and control what they see

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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Invite a client to the portal and control what they see

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