Client access
Simplicity Passerelle clients get a secure area in the Passerelle Portal for reporting and documents alike. Access is provisioned one account at a time by your relationship manager as clients are onboarded — there is no public sign-up, and what is visible to you is decided deliberately with your advisory team. If you have not been set up yet, the demonstration below is the whole thing on invented records.
Reporting
The Performance Summary Report and the records it is built from — generated from live data, not rebuilt by hand each year.
Documents
Part of the same Portal, behind the same sign-in. Executed policies, trust and entity documents, illustrations, loan agreements and annual statements, added by your relationship manager as they are produced.
Ask for something specific
Pick what you need and the request opens with it already selected. It reaches your relationship manager directly, not a general inbox.
Trouble signing in, or not sure whether you have access yet? Use “Request access” above and your relationship manager will action it, or call Miami on +1 (305) 359-3559. We will never ask for your password, and we will never request account credentials by email.
Get in touch
A few details let us route your message to the right person the first time — case design, credit, underwriting or client service. Everything you send is treated as confidential.
Message received
We have sent you a short confirmation by email. Your message has been routed to the team member best suited to it based on what you told us, and you can expect a reply within one business day. If it is time-sensitive, call Miami on +1 (305) 359-3559.
Client services
Tick what you need and it goes straight to the desk that holds it. If you already have Portal access, your documents and reports are inside the Portal — no separate login. If you do not, ask for it here and we will confirm what has been provisioned.
Request received
We have sent you a short confirmation by email. Documents are normally shared to the Portal within one business day; if you asked for access, we will confirm what has been provisioned. If it is time-sensitive, call Miami on +1 (305) 359-3559.
If is registered, a secure sign-in link is on its way. It is valid for 15 minutes.
Not receiving it? Check your spam folder, or call Miami on +1 (305) 359-3559.