Welcome to Dinergy’s risk assessment tool. By clicking the continue button, you’ll answer a few questions to learn how you feel about financial risk. As a security measure, you’ll leave our website and create an account with Nitrogen, our analytics partner. Your personal information such as phone numbers and email addresses will be kept strictly confidential.

Client portal

WELCOME TO DINERGY’S CLIENT PORTAL

Here is where we’ll collect the key information to begin designing your financial strategy and investment plan—the starting point for our work to help you care for your irreplaceable wealth.

The information includes details about you and your family as well as details about your current income, investments, savings, and insurance plans. It also includes a review of your financial goals.

This document is interactive. Simply enter your information in the fields below. You don’t have to worry about saving your information—the software will do it for you. You can always go back and make changes. Your information will be encrypted and stored on AWS secure servers, which are fully compliant with GDPR standards.

Questions about this profile or any of our services? Contact your Independent Advisor.

We look forward to working with you.

If you have an account, please login below.

Forgot your email? Contact your advisor.


 

forgot password

SUBMIT

If you don’t have an account, please contact your advisor and they’ll be happy to set up an account for you. Check your inbox for a confirmation email from your advisor which will contain a link to create your own password. If you don’t receive an email in your inbox, check your spam folder.

Hi Clientname,

Your independent financial advisor has created a file for you on our Confidential Investor Profile portal where you can easily and securely share your personal and financial information. Create your secure password, then click the SUBMIT button to get started.

Hi Agentname,

Welcome to our Independent Advisor Center. Our administrator has created an account for you. Create a secure password, then click the SUBMIT button to get started.

SUBMIT

We encourage you to upload a photo that will remind you why your irreplaceable wealth is important to you. It can be either a .png or a .jpeg file. Move the slider underneath the circle to crop it. You can reposition the image with your mouse or your finger on a mobile device.

Advisors, please upload a photo so your clients can recognize you. It can be either a .png or a .jpeg file. Move the slider underneath the circle to crop it. You can reposition the image with your mouse or your finger on a mobile device.

Upload photo

Hi Agent (IAR),

Here is where you can invite your clients to fill out the Confidential Investor Profile form, make edits to your client's records and your own profile.

Hi SuperUser,

If you can read this, then there's a problem, only IARs may add clients...

Hi Agent (IAR),

Start typing a client’s last name into the search field. When you see the client’s name in the list below the search field, click on their name to select them, then click the search button to edit the client’s form.

Hi SuperUser,

Start typing a last name into the search field to find an IAR or client. When you see the person’s name in the list below the search field, click on their name to select them, then click the search button to edit that individual’s profile.

Search

Hi Agent (IAR),

Here’s where you can edit your own IAR information. When you’ve finished editing, click the close box in the upper right corner. Your changes will be saved automatically.

Hi SuperUser,

Here’s where you can edit an IAR's information. Your changes will be saved automatically.

Hi SuperUser,

Here’s where you can create independent agents, or search for existing clients/agents.















Reassign client's agent


Delete account


Change account email


List clients of agent


List all accounts