On your ClientView Live portal, you can manage the look and feel of your website by customizing your homepage, adding information such as your firm's contact data, RSS feeds, and announcements, and determining which tabs of data that you want to make available to clients.
To see how your clients experience ClientView Live:
Watch the Video: ClientView Live - The Client Experience
The ClientView Live portal allows you to customize how your site will appear to your customers, including how they contact you, what reports they are able to view and any other information that you want to communicate (announcements, a Twitter feed, market info, etc). The homepage is described in sections below.
To help customize your webpage, you may add your firm's logo to your site.
To add or edit a logo:
The My Profile link on your site allows your client to manage his/her password. The administrative login includes this option as well. You may also click Logout to log out of ClientView Live.
Click Change Password under User Management to see the fields below. Enter in your old password, a new password, then confirm your new password. Click Change Password to complete.
The main menu displays the tabs that can be customized based on the information that you'd like to make available to your clients online. These tabs are: