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Interactive demonstration

See the Portal the way a client sees it

This is the client side of the Passerelle Portal, running on invented data. Sign in as a demonstration client and you get what our clients get: the Performance Summary Report itself — the real document, not a summary of one — the documents waiting for a signature and the ones already signed, signing done in the Portal rather than printed and scanned, when the next premium is due, where the credit facility stands and when it renews, and a scenario view for the question every annual review turns on, which is what happens if this changes.

portal.passerelle-partners.com/app — demonstration
Demonstration. Invented client, invented figures, invented documents. Dates move with today's date so the screens always read as current. No real client record is reachable from this page.

Sign in to the demonstration

Choose a client to sign in as. Two structures are set up, because the answer to “what would mine look like?” depends heavily on whether there is a loan in it.

How the real sign-in works. You enter your email address, we send a secure link, and the link signs you in for that session. Nothing to remember, nothing to reset, and nothing that can be phished out of you over the phone.

Access is provisioned by your relationship manager. What you can see is decided deliberately with your advisory team — it is not a switch that gets left on.

Demonstration data. Figures are illustrative and describe no real client, policy or carrier result.

What you are looking at

Four things a client should never have to chase

Reporting

The actual report, not a picture of one

The Performance Summary Report renders in the Portal exactly as it is issued — the portfolio cover, the policy value breakdown, annualized investment returns, portfolio historical spreads and the segment detail, on Passerelle letterhead. Download it and you get the same pages as a PDF. Every panel carries the source it came from and the moment it last refreshed, and the policy year still in progress is marked provisional rather than presented as fact.

Documents & signing

Signed in the Portal, filed on the spot

Read the document, adopt a signature — typed or drawn — consent, and it is executed. The panel only unlocks once you have reached the end, so nobody signs a page they have not seen. Back comes a signature record with a reference, a timestamp and the method, the document moves into your signed file carrying the signature, and your relationship manager is told. No printing, no scanning, no separate e-signature account.

Being told

Contact details, preferences and push

Your details, your mailing address, who else is on the file and what each of them can see. Choose how we reach you — email, text, or push notifications on a phone with the Portal installed to the home screen. Push is the difference between hearing about a signature the day it is raised and hearing about it at the review.

Scenarios

What happens if the rate moves

Move the crediting rate, the borrowing rate, the number of remaining premiums or the horizon, and the projection, the table and the summary move with it. Your advisory team publishes the saved scenarios, so what a client explores stays consistent with what was actually advised.

For the team

Running this in a client meeting

The demonstration is built to be shared on a screen, sent ahead of a meeting or attached to an introduction email. It carries no client data, so it can go anywhere.

One

Open it full screen

Use Full screen on the window chrome and the browser frame disappears — on a screenshare it reads as the application, not as a page about the application. Escape returns you to the page.

Two

Pick the structure that matches the conversation

The financed trust for a premium finance discussion, the cash-pay policy for anyone who wants to see the reporting without the borrowing. Switch between them at any time from the top bar.

Three

Send a link to the exact screen

Add ?client=whitmore&tab=scenarios to this page's address and it opens signed in, on that tab. Useful in an introduction email when the point you want made is one screen deep.

Scenarios are an administrator control, not a free-for-all

In the Portal, managers and administrators define which scenarios exist for a client, the assumptions behind each one and whether the client can see them at all. A scenario built for a meeting can stay internal, be published to the client afterwards, or be attached to the annual review the client signs. The arithmetic in this demonstration is deliberately simple and is labelled as illustrative wherever it appears — a signable illustration comes from the carrier, and we will prepare one on request.

Next

Whether or not you have access yet

Client access is provisioned one account at a time as clients are onboarded, so most people reading this will not have it yet — the demonstration above is the whole thing, on invented records. Ask for what you need and it goes straight to the desk that holds it.

Trouble signing in? Call Miami on +1 (305) 359-3559. We will never ask for your password, and we will never request account credentials by email.