Client access
Simplicity Passerelle clients have a secure area in the Passerelle Portal for reporting and documents alike. Access is provisioned by your relationship manager — there is no public sign-up, and what is visible to you is decided deliberately with your advisory team.
Reporting
The Performance Summary Report and the records it is built from — generated from live data, not rebuilt by hand each year.
Documents
Part of the same Portal, behind the same sign-in. Executed policies, trust and entity documents, illustrations, loan agreements and annual statements, added by your relationship manager as they are produced.
Trouble signing in, or not sure whether you have access yet? Use “Request access” above and your relationship manager will action it, or call Miami on +1 (305) 359-3559. We will never ask for your password, and we will never request account credentials by email.
Get in touch
A few details let us route your message to the right person the first time — case design, credit, underwriting or client service. Everything you send is treated as confidential.
Message received
We have sent you a short confirmation by email. Your message has been routed to the team member best suited to it based on what you told us, and you can expect a reply within one business day. If it is time-sensitive, call Miami on +1 (305) 359-3559.
Client services
Tell us what you need and your relationship manager will action it. If you already have Portal access, your documents and reports are inside the Portal — no separate login.
Message received
We have sent you a short confirmation by email. Your message has been routed to the team member best suited to it based on what you told us, and you can expect a reply within one business day. If it is time-sensitive, call Miami on +1 (305) 359-3559.
If is registered, a secure sign-in link is on its way. It is valid for 15 minutes.
Not receiving it? Check your spam folder, or call Miami on +1 (305) 359-3559.
