Build Client Relationships

A white-label client app and adviser portal for Australian advice firms. Portfolio, documents, updates and secure messages in one place, under your brand.

Learn more Early access

Why Stow

The Key Issues with Client Portals

Security

Client information shared through email, AI tools and unsecured channels.

Experience

Clients with no visibility into their portfolio or the work being done for them.

Communication

No direct line between client and adviser outside of scheduled meetings.

Documentation

Documents collected and sent over email, IDs that lapse without anyone noticing.

Security

Encrypted at rest, two-factor sign-in for every adviser, biometric login for clients, and a full audit trail of who did what.

Experience

Clients see their portfolio, performance and allocations the moment you import an update. One login across all their entities.

Communication

Send updates and secure messages from the portal. Replies land in your inbox, not in email.

Documentation

Collect ID and documents in the app, confirm the details against your records, and get told before anything expires.

What Stow does

Built around
the work you already do

Portfolio at a glance, updated from your own files

Import CSV or Excel. Columns are matched for you, and the mapping is remembered next time.

MAPPED 12 / 12 COLUMNS

01 — Portfolio & import

Updates and secure messages, without email

Your annual review pack is ready. Anything you'd like covered on Tuesday?

Could we go over the super contribution cap?

REPLY IN YOUR PORTAL INBOX

02 — Updates & messages

Documents and ID, collected and verified in the app

PassportCONFIRMED

Driver licenceEXPIRES IN 30 DAYS

Trust deedRECEIVED

03 — Documents & identity

Onboarding in minutes, with consent recorded

✓Invite sent

✓Identity confirmed

✓Privacy policy & terms accepted

Signed in to the app

ADVISER NOTIFIED ON COMPLETION

04 — Onboarding

How it works

How Stow fits
your business

Set up your firm

Add your logo and colours, compliance details and team. Every adviser signs in with two-factor authentication from day one.

Bring your clients across

Import your book from a spreadsheet, then send each client a secure link. They confirm their details, upload ID and accept your terms in the app.

Stay close between meetings

Push portfolio updates, share documents and answer questions in one secure place, under your brand.

Your brand, your appAdviser portal + client appTwo-factor everywhereMade in Australia

Early access

Be First in Line

Stow is opening to a small group of Australian advisory firms first. Leave your details and we’ll be in touch when your place is ready.

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