MoneyAviators Client Onboarding Portal
Welcome to Your Financial Journey
A simple, secure, and tailored onboarding experience. You will only answer questions relevant to the advice you are seeking.
Received an Invitation?
Click the secure link sent by your MoneyAviators adviser to resume your personalized Fact Find.
Links are secured with an unguessable 256-bit token.
Adviser Access
Create new clients, generate onboarding links, review Fact Finds, manage risk profiles, and view documents.