For Partners
One article for every screen in the partner portal, step by step.
An estate plan settles what a family receives. It has nothing to say about what they should understand: why the business mattered, what the money is for, what their parents learned the hard way. That second conversation is the one Total Family is built for, and the Partner Portal is where you run it.
These guides cover the portal one task at a time: setting up your firm, inviting your team and your clients, and finding your way around. If you are new, start with Log In and Sign Up as a Partner and work down the list.
Get Set Up
Log In and Sign Up as a Partner
Create your firm account, choose the Partner experience, and reach your dashboard.
Upgrade to Premium
Start the 30-day premium trial and get the full advisor platform.
Run Your Firm
Partner Dashboard
Your firm's home screen, with the two invites and your client metrics.
My Team
Invite colleagues and manage the team table with views, filters, and columns.
Families
Invite households and track how far each one has got.
Resources and Settings
Resource Libraries
The Advisor and Family libraries, search, and the Advisor Academy.
Partner Settings
Your profile, firm details, billing, and where to get help.
Setup is a one-off. Start with one household and the rest follows.