Sign up
Open your practice's account.
Start preparing consolidated, plain-language reports for your client families, under your own name.
What happens next
- 1
Submit your practice details
Takes about two minutes. No card is needed to sign up.
- 2
Check your email
Your login credentials and getting-started details arrive at the work email you provide.
- 3
Add your first family
Record consent, upload a consolidated account statement and see the draft report take shape.
- Read-only. Brhannivesh cannot transact on any account.
- Client data is imported only with recorded consent.
Your cover, live
YF
Your Firm Name
Quarterly review
The Rao
Family
Prepared by Your Firm Name
This is how the cover of every client report will read.
