For your industry
Client portal for financial advisors
Onboard clients, collect financials and risk profiles, and run reviews — one branded space for your practice and its clients.
Onboard clients, collect financials and risk profiles, and run reviews — one branded space for your practice and its clients.
What you onboard
Client financials, risk profiles, identification and the statements and disclosures you need before you can advise.
Typical requests
Document requests, portfolio reviews, policy updates and the recurring paperwork that keeps an account compliant.
The annual review is booked. You sit down to prepare and realise you’re missing the updated statements, the new beneficiary form, and the risk questionnaire the client said they’d return weeks ago. Now you’re either rescheduling or walking into the meeting half-prepared — and chasing a client for their own paperwork the day before a review is nobody’s idea of a good look.
Financial advice is built on documents and on trust, and both suffer when collection is messy. Statements arrive in scattered emails, a required form is forgotten until it’s blocking something, and the client experience starts to feel less considered than the advice itself.
StellaJourney gives your practice and each client a shared, branded portal where every document request is a clear task the client can’t lose track of.
Clients get a clear list of what to send, with a prompt on each item — no training, and a portal branded as your practice. We call each engagement a journey; to your client it’s simply where your requests live.
It’s not portfolio or planning software — it’s the client-facing layer those tools don’t cover, priced flat with no per-seat fees. Documents arrive on time, reviews start prepared, and nothing falls through the cracks.
Reusable journey blueprints with workflow, intake fields, sort order and starter tasks.
Three task types, simple todo, file upload and structured form, so work is collected in the right shape.
Build standalone forms once, then reuse them as structured task work items everywhere they're needed.
Clients are invited in and land in the right portal, whether they're a brand-new user or an existing one.
Every user picks which notifications they get in-app and by email, tailored to their role.
Your brand name, support email, sender identity and logos across the portal, emails and notifications.
Clients upload documents into their own portal as part of a clear request, so each statement or form lands against the right client and named correctly — instead of as an email attachment you have to download and sort.
Yes. Build your intake once — identification, financials, risk profile, disclosures — as a journey template, and reuse it for every client, so no required document gets skipped.
No. StellaJourney doesn't manage portfolios or run plans. It's the client-facing side — onboarding, document collection and review prep — so the paperwork stops living in your inbox.
Set up the review as a checklist with the documents and steps you need, and let reminders prompt the client. You see what's outstanding, so a review doesn't quietly drift past its date.
Collect files from clients without the chase
Request documents and files with clear prompts and automatic reminders — instead of chasing the same attachment for two weeks.
Client onboarding software for service businesses
Give every new client the same clear, structured start — instead of a different scramble every time.
Reusable client onboarding templates
Build your client process once and reuse it for every client — instead of rebuilding the same steps from memory each time.
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Catch every client request in one place — instead of email, Slack and texts you have to stitch together yourself.
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Set up your first journey, invite a client, and see how it feels.