It's such a fun way to recognize colleagues Review collected by and hosted on G2.com.
Nothing comes to mind, it is a great platform Review collected by and hosted on G2.com.
It's such a fun way to recognize colleagues Review collected by and hosted on G2.com.
Nothing comes to mind, it is a great platform Review collected by and hosted on G2.com.

I love how customizable their client portal is. I can make it feel like my clients are immersed in my brand. Review collected by and hosted on G2.com.
I wish there was a package option between the first and second tiers. I feel like it may be a while before I can upgrade, Review collected by and hosted on G2.com.
The UI/UX, I find it easy to navigate which is great Review collected by and hosted on G2.com.
I think maybe we are not using it to its full potential and would lilke to use AI/ Intellingence better Review collected by and hosted on G2.com.
Thanks for your review!
We’re glad Assembly is easy to navigate and helps you communicate with your clients. Feel free to reach out to us if you have any AI app builder related questions--some of the templates would be great places to start, and our support team is always happy to help!

After conducting extensive research to identify a reliable external portal with the right capabilities, I selected Co-Pilot—and I couldn’t be more pleased with the choice. It offers far more features than comparable platforms while remaining extremely user-friendly, making it an excellent fit for the company. I especially love the many updates and new features added over the past year, along with the ability to integrate externally designed pages through iframes, which allows for a seamless, flexible, and highly customizable experience. Review collected by and hosted on G2.com.
To be able to have customization on the home page Review collected by and hosted on G2.com.

I really like the aspect of customization in Assembly and having everything in one place. It's also easy to use for my clients, which is great. Review collected by and hosted on G2.com.
File management is a little unclear on how much storage is used/free. The download status shown is causing confusion for my clients. The login with SSO is causing problems for clients in different companies with different emails for each company. Review collected by and hosted on G2.com.

None. The initial wow and ease of use of the platform does not support deeper customization. Review collected by and hosted on G2.com.
There is very limited customization that is available in the platform. There is no public roadmap of features and support is limited (late replies and when they do reply only confirm that features are not available). Review collected by and hosted on G2.com.
Hi Jonathan,
Thank you for taking the time to share your feedback. I'm sorry to hear that Assembly hasn't met your expectations, particularly around customization capabilities and our support responsiveness.
We've reached out to you directly via Front to discuss this further. We'd love the opportunity to understand more about the specific customization needs you have and explore how we can better support your use case going forward.
We're committed to improving both our product capabilities and our communication with customers.

We love the ability to customize the portal for each client. Review collected by and hosted on G2.com.
Some improvements could be more native integrations, ability to toggle multiple instances of an app integration, embeds for Notion and Google to work Review collected by and hosted on G2.com.

I like how easy Assembly's interface is to navigate. It helps with easier client communication and file storage. The initial setup was relatively easy, I'd rate it a 3/10 in terms of difficulty. Also, I use it with my digital solutions agency, Veramind, particularly for client portal messaging, file upload, Calendly integration, task updates, and more. Review collected by and hosted on G2.com.
I wish there was an integrated tool for marketing or website analysis. Also, possibly a direct display for my Stripe dashboard that I could connect. Review collected by and hosted on G2.com.
Clear interface, comprehensive options to collaborate, bill, engage with tasks. Review collected by and hosted on G2.com.
Would like to do live collaboration on files, not just share them - actually do work with clients on the files. Review collected by and hosted on G2.com.
Thank you for the great review! We're glad the clear interface and tools for collaboration, billing, and task management are giving you a professional back-end for your work.
Thanks for being part of the Assembly community!
I really like the advisory chat and how documents attached get stored to prevent searching through chat. Review collected by and hosted on G2.com.
Sometimes emails go to spam which makes it hard for clients to read them when onboarding Review collected by and hosted on G2.com.
Thank you so much for the 5-star review! We're thrilled that Advisory Chat and document storage are making your workflow easier and helping you communicate with clients at scale.
On the emails landing in spam during onboarding, please reach out to us and we can see if we can help out.
Thanks again for being part of the Assembly community!
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FAQs: Does Assembly offer a HIPAA-compliant client portal?
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