Firms and estate managers
The portal for advisory firms, family offices, estate managers and attorneys who work with many clients' collections.
A firm in Storehouses is an organisation — an RIA, a family office, an estate manager, a law or insurance practice — whose people work with many clients' accounts. The portal is the firm's side of those relationships; the client's side is the app they already use.
Two ways to work across clients
| All accounts | The portal | |
|---|---|---|
| For | An individual advisor who is a member of each client's account | A firm with a team, reporting and integrations |
| Access comes from | Each client inviting you as a member with a role | Each client connecting the firm and approving its permissions |
| Where | Inside the app — the account switcher and the All accounts view | Portal → Overview · Clients · Team · Reports · Settings · Audit logs · Integrations |
Many advisors need only the first. The portal is for firms that need to manage who on the team sees which clients with which permissions, report across the book, and push to a CRM.
What the portal offers
- Clients — every connected client with status, the permissions the client granted, and their collections and assets at the visibility allowed. Requests to connect, approve, suspend, reactivate, revoke.
- Team — the firm's own users and roles (owner, admin, manager, viewer), and which clients each manager is assigned to.
- Reports — portfolio reports across clients or for one, in the same formats the app exports.
- Audit logs — every action by anyone on the team against any client, exportable for compliance.
- Integrations — Salesforce, Redtail, Wealthbox and Addepar. See Integrations.
- API — keys for the partner API. See API.
- Compliance — the firm's security posture summary and the documents a client's due diligence asks for.
Encryption
A client with an encrypted account shares a sealed copy of their key with the firm when the relationship is approved; the firm's members open it with the firm's own key. Revoking the firm destroys that copy — final and immediate. See Encryption.