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The client portal is where your clients access their financial data, upload documents, and communicate with you.

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Custom domain

Set up a branded URL for client access.

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Domain setup

1

Choose your subdomain

Pick a subdomain like:
  • books.yourfirm.com
  • portal.yourfirm.com
  • clients.yourfirm.com
2

Add DNS record

Add a CNAME record pointing to portal.pluvel.com:
Type: CNAME
Host: books (or your chosen subdomain)
Value: portal.pluvel.com
TTL: 3600
3

Enter domain in Pluvel

Go to Firm Settings → White Label → Domain. Enter your full subdomain (books.yourfirm.com).
4

Verify and activate

Click Verify Domain. Once DNS propagates (up to 24 hours), your domain is active.

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SSL certificate

We automatically provision an SSL certificate for your domain. No action required.

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Login page

Customize the login experience:
ElementCustomization
BackgroundColor, gradient, or image
LogoYour logo (centered)
Welcome textCustom headline
FooterYour contact info

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Login page settings

  1. Go to Firm Settings → White Label → Login Page
  2. Configure each element
  3. Preview changes
  4. Publish

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Portal layout

Control what clients see in their portal: Show or hide sections:
  • Dashboard
  • Transactions
  • Invoices
  • Documents
  • Reports
  • Settings
Disable sections clients shouldn’t access.

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Dashboard widgets

Choose which widgets appear on their dashboard:
  • Cash position
  • Recent transactions
  • Outstanding invoices
  • Document requests
  • Messages

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Quick actions

Customize the action buttons:
  • Upload documents
  • Contact us
  • View reports
  • Pay invoice

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Portal content

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Welcome message

Set a welcome message that appears when clients first log in:
  1. Go to White Label → Portal → Welcome
  2. Write your message (supports rich text)
  3. Add a video introduction (optional)
  4. Set to show once or always

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Help content

Add custom help content:
  • FAQ section
  • Getting started guide
  • Contact information
  • Links to your help resources

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Announcements

Post announcements visible to all clients:
  • Year-end reminders
  • Holiday schedules
  • Service updates
Announcements appear as a banner in the portal.

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Client permissions

Control what clients can do in their portal:
PermissionOptions
View transactionsAll / Categorized only / None
Edit transactionsYes / No
Upload documentsYes / No
Run reportsYes / No
Invite team membersYes / No
Update payment methodYes / No
Set defaults at the firm level, override per client.

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Mobile experience

The portal is mobile-responsive. Clients can:
  • View their dashboard
  • Upload documents (including camera photos)
  • Send messages
  • View reports

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Mobile app (coming soon)

A branded mobile app is in development. You’ll be able to offer a dedicated app under your brand.

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SSO integration

For enterprise clients, enable Single Sign-On:
  1. Go to White Label → SSO
  2. Configure your identity provider (Okta, Azure AD, etc.)
  3. Clients log in with their existing credentials
Available on Firm Scale plan.

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Analytics

Track portal usage:
MetricDescription
LoginsHow often clients log in
Pages viewedWhat they look at
Documents uploadedUpload activity
Time spentEngagement level
View in Firm Dashboard → Analytics → Portal.

White-label pricing

Understand white-label pricing options.