Client Portal and onboarding tools for financial advisers
Streamline onboarding, document sharing and client communication — all in one beautifully simple portal designed to elevate your brand and delight your clients.
Client onboarding for 2025
An onboarding experience your clients will love
Lucid Wealth simplifies client onboarding for new and existing clients with a delightful experience which elevates your brand and helps clients provide the right information effortlessly and securely.
- Intuitive for you and your clients.
- Create your Wealth Portal in minutes, then guide your clients through onboarding with a step-by-step process.
- Secure & Compliant.
- We use industry-standard 256-bit AES encryption on all sensitive information, and provide detailed audit logs to aid your compliance.
- Mobile & tablet ready.
- Accessible wherever you are. Both the adviser side of Lucid Wealth and your Wealth Portal adapt perfectly to mobile devices and tablets.
Fact Finds your clients will enjoy completing
We've sweat the details to provide you a gorgeous Fact Find out of the box, refined across thousands of clients and striking a balance between data accuracy and ease of completion. Take our base questionnaire and customise it to make it your own.
Exchange and store documents securely, with no time limits
Use the Lucid Wealth document vault for exchanging important documents with your clients, and requesting client agreement. Documents can be safely stored for as long as you wish.
You and your brand, front and centre
Your portal should showcase and elevate your company's brand. Lucid Wealth gives you a gorgeous portal from day 1, which you're free to customise.
Bank-grade encryption as a given
We take the security of your data seriously. All sensitive information including documents are encrypted at rest using the industry standard AES-256 algorithm.
Simple, transparent pricing
Trial the full power of Lucid Wealth free with your whole team for 28 days, no obligation. After that, we offer a simple monthly subscription.
£42 per month per adviser (+ VAT)
Limited time only