Clients+ Portal

Client content, sorted.

The Clients+ Portal is an exclusive online content library for financial planners, financial advisers (IFAs), accountants, wealth managers and other financial firms in the UK. Easily find and download compliance approved articles, guides, videos and more…

Start Your Free Trial
New content every month
Features & Benefits

Client content when you need it

Need varying numbers of blog posts, newsletter content or explainer videos depending on the month, situation or clients in question? Our Portal allows you to carry credits from previous months to the next.

New content added every month

The financial landscape changes constantly and your thought leadership needs reflect that. That’s why our Portal is updated every month with fresh topical content to share with your clients.

Create your own content library

Every firm’s content needs are different, so we ensure that your Clients+ Portal is customised to your needs including your own content library. Save content to your favourites and even request new content.

A wide selection of topics

Clients often require information on a specific aspect of financial services to gain the most value. Our content library contains articles, videos and guides on the subjects they need including pensions, tax planning, investing, estate planning and more.

Different styles & formats

Do you require content in Word format or as a PDF? Do you need a video embed link to put on your WordPress site, or an MP4 file to download and integrate elsewhere? Our content comes in a strong selection of format types and styles.

Flexible pricing plans

Looking just to purchase a few content items “off the shelf” to fill some gaps in your existing strategy? Or do you need a monthly solution but different types or amounts of content each month? Simply adjust your monthly plan within your account settings.

Choice and flexibility over the content and formats you need with new content added every month.

Certain situations and times of the year (e.g. March-April) often require different communication styles, volumes and formats. Our Clients+ Portal accounts for this by granting you maximum choice and flexibility over the content you need, within the subscription you decide upon.

New content every month
Branded content
Different styles & formats
Off-the-shelf content

A wide selection of topics including savings, pensions & retirement, taxes, mortgages and more.

Different clients are often interested in a range of financial planning subjects depending on their stage of life, financial goals and other unique circumstances. With the Clients+ Portal, we offer a wide selection of content across multiple topic categories for financial planning clients including pensions, savings, tax planning and more.

Great for clients who are:
High-net-worth individuals
Working professionals
Business owners
Approaching retirement

Choose between off-the-shelf content or branded content with your firm’s logo and contact details.

Looking to go the extra mile and integrate your logo, contact details and compliance information in the articles, newsletters and content you offer to clients? Here at Clients+, we can help with that too. Our guides, videos and PDF newsletters come with the option to tailor these assets to your needs, taking their presentation to the next level when you offer them to clients.

Branded client guides
Branded videos
Branded newsletters
Branded factsheets

Build up your own content library and add content to your favourites.

Everything you download within your account is automatically added to your personalised content library, ready for you to login and download what you need – at a time that suits you. Over time, this allows you to build up your own library, including your favourite content, ready for assignment to different marketing campaigns and client groups.

24/7 library access
Personalise your library
Build up your favourite content
Organise as you see fit
Pricing

Flexible subscriptions to suit your content needs.

Need to upgrade or downgrade your subscription temporarily? That’s no problem. Simply log into your Clients+ Portal account and change your subscription settings. Any unused credits from previous months will be retained, allowing you to take advantage of any content you wanted to use but haven’t utilised yet.

Get started today

Clients+ Starter

£ 99

/ mo
  • 2 pieces of content / mo
  • 1 branded piece of content / mo
  • Choice of topics
  • Access articles, factsheets & guides
  • Access newsletters
  • Access video content

Join Now

Clients+ Adviser

£ 179

/ mo
  • 4 pieces of content / mo
  • 1 branded piece of content / mo
  • Choice of topics
  • Access articles, factsheets & guides
  • Access newsletters
  • Access video content

Join Now

Clients+ ProMost Popular

£ 399

/ mo
  • 4 pieces of content / mo
  • 1 branded piece of content / mo
  • Choice of topics
  • Access articles, factsheets & guides
  • Access newsletters
  • Access video content

Join Now

Clients+ Branded

£ 799

/ mo
  • 6 pieces of content / mo
  • 2 branded pieces of content / mo
  • Choice of topics
  • Access articles, factsheets & guides
  • Access newsletters
  • Access video content

Join Now

If you’re ready, start your free trial today. Or contact sales on 0117 374 2000.