Cellar Advisor Launches a New Client Portal for Fine Wine Investors

The Cellar Advisor Client Portal is a new online platform that lets fine wine investors view, manage and track their entire wine portfolio in one place. It launches this week for all Cellar Advisor clients.

Managing a fine wine portfolio should be as clear and simple as managing any other investment. We've rebuilt the client experience from the ground up to give you greater visibility, more control and every tool you need in a single dashboard.

What's new in the Cellar Advisor Client Portal?

The new portal brings five key upgrades for fine wine investors:

• A single view of your entire wine collection, including wines bought elsewhere
• A live wallet showing your account balances and activity
• Detailed information on your wine sales and listings
• A refreshed, easier-to-navigate portfolio interface
• Improved account functionality throughout

1. View your entire wine collection in one portfolio

For the first time, you can see all of your wine assets in a single portfolio, whether you bought them through Cellar Advisor or another provider. Instead of piecing together statements from different sources, you get one complete overview of your fine wine collection.

2. Track your funds with a live wallet

The integrated wallet shows your available funds, account balances and account activity, kept up to date. It makes managing your wine investment capital simpler, so you always know where you stand.

3. Manage wine sales and listings with full transparency

See detailed information on every wine you currently have listed for sale. You get clear oversight of your portfolio's trading activity and more control over your sales.

4. Monitor your wine portfolio through a refreshed interface

A redesigned interface makes it easier to navigate your holdings, review individual wines and keep track of your whole wine portfolio from one convenient place.

5. Enjoy a simpler, more intuitive experience

From improved account functionality to a more intuitive design, every new feature is built to make fine wine investment management simpler, clearer and more efficient.

Why we built the new client portal

At Cellar Advisor, we believe investing in fine wine should be as transparent and accessible as managing any other investment portfolio.

The new portal combines the personal service of our wine investment advisory team with the technology and visibility our clients deserve.

When does the new client portal launch?

The Cellar Advisor Client Portal launches this week. As soon as it goes live, we'll email clients everything they need to log in, so keep an eye on your inbox.

Frequently asked questions

Can I see wines I bought from other providers?

Yes. The portal shows all of your wine assets in one portfolio, including wines bought outside Cellar Advisor.

Can I check my account balance in the portal?

Yes. The integrated wallet shows your available funds and account activity.

Can I track the wines I've listed for sale?

Yes. The portal shows detailed information on every wine you currently have listed for sale.

How do I access the new portal?

We'll email clients their access details as soon as the portal goes live this week.

We look forward to showing you what we've been working on.

The Cellar Advisor Team