The enterprise CFO your wealth has been missing

Your plan. One secure place.

Sign in to the Addicus client portal to share documents, track requests, review deliverables, and stay coordinated with your advisory team.

Inside the portal

What clients use every day

After you sign in, everything you need with Addicus is in one secure workspace.

See what your team needs, upload files securely, and track each request through to complete.

Review materials your Addicus team has prepared and approve them when you are ready.

Stay in touch with your advisory team — questions, updates, and answers in one place.