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Dashboard Clients Broker Tools Business Development Admin

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Dashboard Clients Broker Tools Business Development Admin

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This login isn't linked to a broker profile — contact Nuafi.

Clients

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

Your leave

Going away? Log your dates and who covers for you. While you're on leave, clients who have you as their support person see your cover on their portal instead.

From Back on

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.

Client of Supervising broker Sees this client's file and signs off their fact-find. You can change it later on the client's file. Introduced by The invite email and the client's portal show the partner's brand alongside yours.

Your clients

Partner Sort by

Client Contact Last activity Fact-find Status Actions

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Logo and colours for your clients' portal → Branding

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