Opening the advisor portal
5Stones
Advisor sign in
For the 5Stones team. Families sign in to the family portal.
This account is not an advisor
The advisor portal is for the 5Stones team. If you are a client, your family's portal is here.
Advisor Portal
Prospects and clients
| Family | Stage | Intake | People | Last activity | Presentation |
|---|
No families yet. Start with New family.
Prospect
Engagement
Submitted answers
Details
The family sees its name, presentation date and next step on its portal. The deck cover uses prepared for, date and prepared by.
Documents
Uploaded files stay with you until you release them to the family.
Family portal
Every family signs in at the same address; their account decides what they see. Their first link arrives when you send the intake.
Messages
Next steps for the family
The family sees these as a to do list and ticks them off.
People on the record
Only these emails can set up a portal account, and each one sees this family's intake and nothing else.
Private notes
Never shown to the family.
Timeline
Delete this family
Removes the family, its people and their portal accounts, its intake, notes, timeline and documents. Submissions already received are kept, detached from the family. This cannot be undone.
Advisor Portal
The team
Everyone here can open every family. The admin also manages the team and may delete a family.
Advisors
Add an advisor
They receive a link to set their password and land in this portal.
Wire instructions
The default for every engagement offer. Each offer keeps its own copy, so changing this never alters an offer already made.