Client login
Client portal access.
Existing clients can access statements, reports, and documents through the secure portal. Sign in with the details from your welcome pack, or call your adviser if you need access.
Before production
Replace this page with your real authentication flow. Common options:
- Hosted identity provider (Auth0, Clerk, Stytch) with a redirect to your portal subdomain
- Reverse proxy to an existing portal at a subdomain like
portal.yourfirm.com - Embed a third-party widget (e.g., a custodian's SSO)
Do not store credentials in this template. Authentication should always be handled by a dedicated service.