Client Portal
Give clients a window into their plan.
A private web and mobile portal where your clients can see their next appointment, their Swivel Summary, and exactly how to reach your team — so the relationship stays warm between reviews.
What clients see
Simple, private, and on every device.
No clutter and no confusion — just the few things a client actually wants between meetings, on the web or in their pocket.
Upcoming appointments
Clients see their next meeting with you at a glance — fewer "when are we meeting again?" emails.
Their Swivel Summary
The same one-page Swivel Summary you review together, available to revisit any time.
Your team, one tap away
Your firm and staff contact details, front and center, so clients always know how to reach you.
Why advisors use it
Stay top of mind between reviews.
A more professional touch
A branded portal signals that you run a modern, organized practice — the kind clients refer their friends to.
Fewer back-and-forth emails
When clients can self-serve their appointment and summary, your inbox quiets down.
You see who's engaged
Activity tracking shows when clients log in — a quiet signal of who's paying attention and who needs a call.
Web and mobile
Clients choose how they check in — a browser at their desk or the app on their phone.
FAQ
Questions, answered.
What can clients see in the Swivel Client Portal?
Clients can see their upcoming appointments with you, their Swivel Summary, and your firm and team's contact information — a simple, private window into their relationship with your practice.
Is there a mobile app for clients?
Yes. The Swivel Client Portal is available on the web and as a mobile app, so clients can check in from wherever they are.
How do clients get access to the portal?
You invite them from Swivel. They accept the invitation, set up their profile, and they're in — no setup work on your end beyond the invite.
Can I tell whether a client is actually using the portal?
Yes. Client Portal Activity Tracking shows you when clients log in and engage, so you know who's paying attention and who might need a nudge.
Show clients what a modern practice feels like.
See the Swivel Client Portal on a quick walkthrough built around the way you work with clients.