The Client Service Request Portal is built on ClickUp, our enterprise-grade workflow and task management platform. As part of your onboarding, you will receive a direct link to the portal that you can bookmark for easy access. This link is not available on our public website.

Request Management Process:

• Routing: Requests are automatically routed to the appropriate client service team member based on request type.
  
• Tracking: Each request is logged in ClickUp as a dedicated task, with full visibility, timestamping, and accountability.
  
• Prioritization: Tasks are assigned due dates and priorities to ensure urgent matters are addressed quickly.
  
• Lifecycle Monitoring: Requests are monitored from intake to resolution with internal updates and checkpoints.
  
• Performance Auditing: All activity is tracked, enabling continuous improvement and consistent client service delivery.

The portal reinforces our commitment to operational transparency, team collaboration, and timely service for both clients and advisors.