Can clients access Grantd?
Information about client access to the Grantd platform.
Client Access
No, clients cannot access Grantd directly.
Grantd is designed as an advisor-facing platform. Financial advisors use the platform to:
- Input and manage client data
- Analyze equity compensation
- Generate reports for clients
- Monitor portfolio risk and concentration
Client Communication
While clients don't have direct platform access, you can:
- Generate branded reports to share with clients
- Use analysis and visualizations in client meetings
- Share insights and recommendations based on Grantd's analytics