Our mutual client will have access to the ImpactAssets DonorWeb portal. From DonorWeb, they can review their account balance and make a grant recommendation. They will not be able to see investment details or make a change to an investment allocation from DonorWeb. 

Donorweb will not show investment details since these are managed on your platform. Our client will only be able to view the overall account balance, grant summary, and contribution history.