Wealth Management Member Portal

Navigation

Designed for embedded journeys

The center workspace is intentionally sized for a SmartIQ iFrame experience so you can embed onboarding, servicing, or document collection journeys without changing the surrounding portal chrome.

Brand-aligned theme

The page styling uses the supplied logo and background artwork to drive the blue and orange palette, glass surfaces, and accent gradients.

Secure Documents

Embedded SmartIQ experience

This area is reserved for the member journey running inside an iFrame. Point the src value to your SmartIQ experience URL and the portal shell will remain in place around it.