Client Mobile App

Travelers don't want to log in to an advisor portal. They want their trip in their pocket, accessible at the gate when the WiFi is down and the boarding pass is somewhere in the bowels of an airline app. The TripPortfolio mobile app gives every traveler a free iOS + Android app that mirrors their itinerary in a calm, offline-ready format.

The app holds three things: the day-by-day itinerary, every confirmation document the trip needs (boarding passes, hotel vouchers, restaurant reservations, driver contacts), and a chat thread with their advisor that persists across the whole trip. Documents pre-download for offline viewing the moment a trip is published, so a Sardinian dead zone doesn't leave a client stranded without their reservation address.

The chat thread is the killer feature. Travelers expect to be able to reach their advisor on WhatsApp; advisors hate that WhatsApp threads are siloed away from their CRM. The TripPortfolio chat carries the trip context (Claude can pull the day's itinerary into a reply), the conversation history is searchable from the dashboard, and the traveler doesn't need a TripPortfolio account — they install the app once, your invitation logs them in.

On Advisor: TripPortfolio branding in the footer of the client view. Studio: branded with your logo. Agency: full white-label, custom domain, no TripPortfolio mention anywhere clients see.