Brillian

How financial advisors access and navigate their clients' valuations and reports in Brillian.

How do I view my clients' valuations and reports?

How advisors can add client support team members or other service providers to a client's Brillian account.

How do I add a team member or a service provider to a client's account?

How financial advisors and service providers can update account and business information on behalf of their business owner clients.

How do I update account information on behalf of my business owner client?

Troubleshooting steps for financial advisors who don't see an expected client in their Brillian account.

Why can't I see my client in Brillian?

Advisors see a client's valuation and analysis reports as soon as they're available, once the client consents to share.

When are completed valuations visible to the referring advisor?

Hallie Porterfield

Guidance for viewing and interacting with your client's Brillian account

Accessing my Client's Account

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