Public matching is optional and not guaranteed. Volume, suitability, response, and conversion are not promised.
Share the one-time linkage code with the client. They enter it in the NaviBound app under Settings → Link the Portal. No client email is required. Use the checkboxes to pre-select clients for sharing on the News & Updates tab. Message a linked client to open or start a direct conversation in the app.
Browse NaviBound news, search by title/country/scheme, share an article with selected clients, or report an article that looks wrong.
Firm Admins can invite staff and manage access. Consultants can invite clients but cannot change staff permissions.
Help shape the Portal
Your candid feedback guides what we build next. All fields are optional except the ratings.