Welcome to the AHX Advisors
This space is designed to introduce you to how we work and to provide the resources you’ll need as you begin your journey with us. Here, you’ll find practical guidance, helpful articles, and insights that make it easy to get settled and confident in working with AHX Advisors.
Our Client Portal: Your First Step with AHX Advisors
The AHX Advisors portal is an integral part of how we operate. From requesting documents to managing communications, it’s the central hub for your engagement with us. As a first step, please ensure you log in and check your details — this helps us provide you with seamless support and ensures your experience is tailored to your needs.
Document Requests Made Simple
At AHX Advisors, we use Odoo’s document request system to streamline the way we collect information from you. Instead of chasing emails or attachments, you’ll receive clear requests directly through your client portal.
- 📩 Receive requests in your portal — when we need a document (like bank statements, invoices, or support documents), it appears as a task.
- ✅ Upload securely — you can drag and drop files or attach them directly, ensuring everything stays in one place.
- 🔄 Track progress — each request shows its status, so you know exactly what’s outstanding and what’s complete.
- 🔒 Stay compliant and organized — all documents are stored securely, linked to your profile, and accessible to our team when needed.
This process keeps communication transparent, reduces back‑and‑forth, and ensures we have the right information at the right time to support you.
What Happens Next
We’ll begin our health check or initial review. You’ll likely receive a document request outlining the items we need — typically bank statements, supporting documents, and a link to a quick intake form.
Once these are submitted, we’ll generate your reports and make them available through your secure client portal. From here, you’ll be able to view, download, and track your progress as we move forward together.