A Better Way to Collaborate With Clients
Your clients' information is scattered across bank statements, insurance policies, estate documents, and property records. With MyRegistr Advisor, they organize everything in one secure place, decide exactly what to share, and give you read-only access to only the information they choose.
No emailing documents back and forth
Stop chasing statements, policies, and estate documents over email. Your client organizes everything once, in one secure place.
No wondering if it's the latest version
You always work from your client's current information — not a PDF from three months ago buried in your inbox.
No taking ownership of sensitive data
You receive read-only access to what the client approves. They keep ownership and control; you never store their information.
What it isn't
MyRegistr Advisor is not a CRM, practice-management platform, or financial-planning application. It doesn't manage leads, portfolios, or your book of business.
What it is
It's a secure collaboration platform that lets you work alongside clients using the same organized information — while each client stays in complete control of what they share.
How It Works
Simple enough to understand at a glance — and built entirely around your client's consent.
- 1You subscribe to Advisor Pro.
- 2You invite a client.
- 3Your client accepts the invitation.
- 4Your client chooses exactly what to share.
- 5You receive read-only access to approved information only.
- 6Your client can change permissions at any time.
- 7You collaborate from the same organized, up-to-date picture.
Your client is always in control
- Clients own their information
- Advisors collaborate by invitation only
- You never receive access automatically
- Clients control every permission
Built to Save You Time and Deepen Trust
Prepare faster for meetings
Walk into every review with an organized, current view of your client's full picture.
Always work from current information
No stale spreadsheets or outdated attachments — updates the client makes are reflected for you.
Know exactly what's shared
A clear "Shared With Me" view shows precisely which information the client has approved.
Help clients get organized
Give every client lasting value: a secure, organized place for their financial and personal life.
Build trust through transparency
Clients see and control everything you can access, which deepens the relationship instead of straining it.
Improve continuity for families
When life changes, the client's information is already organized — making your guidance dramatically easier.
Built for the professionals families rely on
- CPAs & Accountants
- Financial Advisors
- Estate Planning Attorneys
- Insurance Professionals
- Family Office Managers
Give every client a secure, organized workspace — and never chase a document again.
$99/month · Up to 25 client workspaces · Cancel anytime