Portal Access
Paid Members
Unlock the private client dashboard route and live updates.
Capital Architect
Client Membership Dashboard
Intake submission is free. Full progress tracking, milestone updates, and private client portal access are available with a paid membership.
Next Client Activation Window
Membership activations are processed in order received. Completing checkout now moves your account into the next onboarding queue without delaying access setup.
Need a direct line before checkout?
Emailsupport@capitalarchitect.com to get your private dashboard activated.
Status Tracking
Milestones
Track progress from intake through qualification milestones.
Access Control
Secure By Plan
Portal visibility is enforced by role and paid membership metadata.