Guardian 1821
Adviser Toolkit: Adviser Client Primer Pack Builder
Build selective educational packs with interactive quizzes and forms, share via link/email, and receive progressive client submissions back into adviser workflows.
Portal: https://adviser.guardian1821.co.uk/ | Support: adviser-support@guardian1821.co.uk
White Label: Primer Tool
Primer packs
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Pack Builder
Select Topics and Content Specifics
Topic selection
Content specifics
Pack Library
No primer packs yet.
Share and Send
Select a pack to generate link and email content.
Progressive Return Tracker
Select a pack to view progressive submissions.
This implementation models adviser-client return flow in-app using local data. Production rollout should persist submissions to a secure adviser backend and include authenticated client access links.
Existing link state can be restored by opening ?mode=client&pack=%3CpackId%3E.