Client Portal
The Client Portal is your personal dashboard for managing all your activities on Leadvisor Global. Access your purchased content, track orders, manage opportunities, and more from one central location.
Accessing Your Portal
Click your profile icon in the top navigation bar and select Client Portal from the dropdown menu to view your personalized dashboard. The dashboard provides a summary of your recent activity including recent purchases, active conversations, posted opportunities, and quick actions.
Managing Purchased Content
Reports
Access reports you have purchased from the Reports tab. View all your purchased reports, click on any report to access its files, download files to your device, and contact the report publisher for questions.
Services
Track services you have engaged from the Services tab. View all purchased services, see engagement details and status, access related documentation, and contact the service provider.
Courses
Continue your learning from the Courses tab. View all enrolled courses, see your progress in each course, click to resume watching, and track completed lessons.
Order History
View your complete purchase history from the Orders tab. Each order displays the order ID, content type, item title, and total amount paid.
Service Requests
Manage service requests you have posted from the Service Requests tab. View your posted opportunities, check status, and edit or manage existing posts.
| Status | Description |
|---|---|
| Draft | Saved but not submitted |
| Pending | Submitted and awaiting review |
| Published | Live and visible to consultants |
| Unpublished | Removed from public view |
For more information, see Service Requests.
Investment Opportunities
Manage investment opportunities from the Investment Opportunities tab. View your posted opportunities, track status and responses, and edit existing posts. For more information, see Investment Opportunities.
Portal Navigation
Navigate between sections using the tab bar: Dashboard, Service Requests, Investment Opportunities, Services, Reports, Courses, Orders, and Settings. Access your account settings by clicking Settings in the portal navigation or from your profile menu.
Check the notification indicator in the navigation bar for new messages, order confirmations, opportunity updates, and content updates from consultants.