Demo build — viewing the client portal as a client
Manager view
SR

Silkrun Wealth

Client portal

Secure session

Margaret Cullen

Your manager: Charlie Murtagh

Requests from your manager

Anything outstanding is listed here. Uploading closes the request straight away.

  • Tax Voucher
    Requested 6 Aug 2026 by Fionnuala Doyle

    For the Revenue return we need last year's tax voucher from the credit union deposit account held outside the mandate.

  • Identification
    Requested 1 Aug 2026 by Fionnuala Doyle

    Margaret — our AML review is due. Could you upload a current photo ID (passport or driving licence) and a utility bill dated within the last three months?