Client Portal - MAD Wealth

Your New Client Portal

Coming 1 July 2025

A smarter way to work with our crew!

Powered by Karbon, this secure, all-in-one space is designed to make your experience with us smoother, faster, and more organized.

From uploading documents to checking off requests and giving approvals, everything happens in one place—no email clutter, no confusion, just clear and easy collaboration.

Here’s how the new client portal helps you stay in control:

Stay in the Loop

See all your to-dos, shared files, and approvals in one tidy dashboard.

Share Files Securely

Upload documents directly to us—no more email attachments or lost files.

Approve in a Click

Review and approve items right in the portal. Fast, simple, done.

Top-Notch Security

Your info is protected with enterprise-grade security, so you can share with peace of mind.

Access Anywhere

On your laptop or on the go with the mobile app—it’s ready when you are.

What Makes the Client Portal Awesome?

Your experience has been upgraded! With features that make working with MAD Wealth smoother, faster, and way more enjoyable.
Here’s what’s new—and why you’ll love it:

Sign & Approve with ease

One place for all your document signatures & approvals!

Clear visibility what you need to action, and a full audit history when you need it.

Task lists to keep you on track

Stay organised with clear, easy-to-follow task lists.

You’ll see exactly what we need from you and when—no guesswork, no missed deadlines.

Your own personal checklist that keeps everything moving.

Multi-person collaboration

Invite peers, professionals or family to view, share or action.

A faster, cleaner, and more intuitive way with secure permissions & access tailored to your needs.

Your Info, always accessible

Get visibility on your work with real-time status updates to keep you in the loop.

Never miss a beat with access to a full history of your interactions, documents, and approvals.

Everything here is easy to find and always available.

Mobile App – access anywhere, anytime

On-the-go visibility and action that works with you.

Receive notifications & updates when you need it.

NEW! Push Notifications for Client Requests

We’ve made staying on top of your tasks even easier! With the latest update to the Client Portal mobile app, you’ll now receive instant push notifications whenever we send you a new client request. Here’s how to activate:

Update the App

Make sure you have the latest version from the App Store or Google Play.

Enable Notifications

When prompted, allow notifications for the app.

Start Receiving Alerts

Tap the notification to go straight to your work item and get started.

If you’ve previously disabled notifications, you can re-enable them anytime:

Menu → Account Settings → Notifications

Not yet using the portal or app?

Email us at team@madwealth.plus to activate your portal.

Download the app NOW!