Demo: made-up data. Don't enter real information. It resets every night.
WealthX CapitalClient portal

One click as a role, with made-up data.

Try the demo

Pick a role. You're signed in at once with made-up data.

In production, staff sign in through the firm's identity provider with a second factor.

Sign in

Sign in to see your portfolio.

Accounts are created by invitation. Every sign-in asks for your second factor.

Sign in with a password

Forgot your password?

In this demo, press Try the demo and pick a role: seeded accounts have no password.

For your security, sessions end after a period of inactivity.