Clients

Invite a client, then open their file to see their fact-find, Wealth Builder, budget and documents.

Invite a client

Send Nuafi's invite email, or create a link to send from your own email. Either way they log in and start their fact-find. If they already have a Nuafi account, they're linked to you instead.

Your clients

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Client Contact Last activity Fact-find Status Actions

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Logo and colours for your clients' portal → Branding

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