Client Portal User Guide
Track filings, review approvals, monitor compliance activity, and manage reporting workflows — all from a centralized client workspace.
The Client Portal gives your organisation complete visibility into filing progress, upcoming deadlines, approval workflows, and compliance activity managed by Addition Compliance (AC).
Use this documentation to learn how to:
- Monitor ongoing and upcoming filings
- Review and approve documents
- Respond to queries and requests
- Track self-managed filings
- Collaborate with your team throughout the filing lifecycle
Start Here
These guides help new users quickly get familiar with the platform.
Client Onboarding & Invitation Flow
Understand how your organisation is onboarded into the platform and how portal access is provided.
Account Setup & First Login
Verify your account, create your password, and access the Client Portal for the first time.
Navigating the Client Portal
Learn the platform layout, key navigation areas, and where to manage filings and approvals.
Understanding Your Dashboard
Track filings, pending actions, deadlines, and operational activity from your dashboard.
Using the Reporting Calendar
Monitor current filings, upcoming deadlines, annual filing activity, and self-managed schedules.
Most Common Tasks
These are the actions users perform most frequently.
| Task | Description |
|---|---|
| Review Approval Requests | View filings awaiting review and approval |
| Approve Documents | Approve filing documents before submission |
| Request Changes / Raise Query | Raise queries and collaborate with the AC team |
| Track Current Filings | Monitor filing stages, ownership, and deadlines |
| Create a Self-Managed Filing | Track custom filing obligations independently |
| Upload Requested Documents | Submit requested files for ongoing filings |
Browse by Category
Getting Started
Learn how to access and navigate the Client Portal.
- Client Onboarding & Invitation Flow
- Account Setup & First Login
- Navigating the Client Portal
- Understanding Your Dashboard
Filings & Reporting
Track filing activity, reporting schedules, timelines, and filing progress.
- Using the Reporting Calendar
- Tracking Current Filings
- Using the Annual View
- Managing Self-Managed Filing Schedules
- Creating a New Filing Schedule
- Viewing Filing History
Reviews & Approvals
Manage approvals, document reviews, and query workflows.
organisation & Access
Understand organizational structure, users, and collaboration workflows.
- Understanding Investment Managers (IMs)
- Understanding Funds
- Managing Team Members
- Understanding Data Providers
Quick Actions
Short guides for common operational tasks.
- How to Approve a Document Request
- How to Request Changes on a Document
- How to Track an Upcoming Filing
- How to Add a Self-Managed Filing Schedule
- How to Assign a Team Member to a Filing
What You Can Do in the Client Portal
- Track ongoing and upcoming filings
- Monitor filing progress in real time
- Review and approve documents before submission
- Raise queries and collaborate with the AC team
- Manage self-tracked filing schedules
- View completed filing history and submission receipts
- Coordinate reviews across your internal team
Need Something Specific?
Use the documentation search to quickly find:
- Filing workflows
- Approval actions
- Reporting schedules
- Team management guides
- Operational walkthroughs