We’re looking for Feedback on the Client Home 2.0

community,

I lead product design @ Assembly. Our team is gearing up to start work on Client Home 2.0 in the next two weeks, and we’d love to gather your feedback before we lock in the designs.

A few areas we’re actively shaping:

• A way for different clients can see different versions of Client Home 1 • Improved banner templates and repositioning • Overall visual improvements to make your brand come through to your clients

If you use Client Home today, this is the perfect moment to influence what comes next. What feels clunky? What feels unclear? What would help you deliver a better client experience?

Feel free to schedule a sneak peak and feedback call with our product team here: Calendly

post by Dovid_Baum on Nov 7, 2025

Dovid_Baum:
I lead product design @ Assembly. Our team is gearing up to start work on Client Home 2.0
in the next two weeks, and we’d love to gather your feedback before we lock in the designs.

post by Wayfinder_Admin on Nov 7, 2025

It would be really great to see the homepage function more like a visual landing page, like a website. Ideally, having a drag-and-drop design editor for full design customization that is built similar to webpage builders like Elementor would be amazing. The ability to set fonts and colors while editing the page, customize widget areas with a variety of widgets, add images and icons within rows or columns anywhere within the design, etc. would be exciting.

post by John_Bloomfield on Nov 10, 2025

For us, there are two things that we would really like on the home app.

Firstly - each individual component or element to be able to be hidden or shown based on client criteria from the CRM records. What we don’t want is to have to make a whole new page for every permutation - just to be able to hide irrelevant sections from clients to whom they are irrelevant.

Secondly - the ability to have multiple home designs that are implemented not based on CRM criteria but based on usage of the portal - i.e. a page that shows the very first time they visit - so it can be used for welcome purposes - or linked to a timing like the first 5 days after first login. Or linked to the number of logins etc.
Or based on arbitrary dates - so for example, we could build a Christmas Version - or a tax season version ahead of time and set its start date and end date - so it can be designed way ahead of time and then auto-implement on the correct day.

post by Dovid_Baum on Nov 10, 2025

Great feedback. For the first version, you will be able to have different variants. The plan is to control the entire page using custom fields. So you could achieve your end state but it wouldn’t be time-based or for each section. What we found is most people want 2-4 permutations, so this approach made sense for that.

post by John_Bloomfield on Nov 10, 2025

We’ve dealt with systems before where the variants are whole page and they are a pain to maintain so we won’t even enable to be honest.

As a financial planning firm we might have a section that reports on a particular type of policy, but it’s not relevant for all clients as they don’t have that sort of plan.

post by Dovid_Baum1 on Nov 13, 2025

Totally makes sense for your use case. I’ll pass the feedback along to the team.

post by Kristen_Nies_Ciraldo on Nov 14, 2025

This! This is even better than what I was thinking. it takes the fantastic functionality already present in Assembly, and applies it to individual components of a ‘Home’ for clients. This would solve several problems I’m trying to design around now. And make it so I have a LOT less individual pages to deal with.

post by Anthony_Drozd on Nov 14, 2025

I’m not sure this is a design issue or not, but we just launched the portal this season (Sept) for our clients and about half of them didn’t realize they could swap between entities in the top left corner to complete different tasks, bills etc. Despite our homepage having an image front and center with an arrow pointing to the icons and text saying “Hey, you can swap entities here…”.

post by Dovid_Baum1 on Jan 30

We plan to finish building for custom home pages by End of March at latest. Here is a preview of how this will look. The idea is you can create different segments using a custom field. So one group of clients receives one Client Home, and another group received another one all dynamically controlled by a tag on the CRM.

post by Liz_Parsons on Nov 25, 2025

An option to make custom home pages for each client would be nice. Agree, a drag & drop editor like a webpage designer would be even better.

post by John_Bloomfield on Mar 19

Looking forward to this update - is it still on target for end of March?

post by vivienne on Mar 20

Excited to share this feature is now live with Assembly 2.0!