Solution introduction
Launch a paperless platform, without a single engineer
Our client and adviser portals will help you to create your very own – and entirely paper-free – adviser or DFM platform. Even if you don’t have your own tech team
At a glance
Our paperless portals
- No tech team? No problem - Want to operate your own platform, but don’t have an engineering team? Our portals provide the answer.
- Fast and friction-free - From account creation to illustration, save time and reduce re-keying with our simple, clutter-free interface.
- Stay on brand - Customise your platform to reflect your own brand identity – or that of the firms you decide to licence it to.
- Ready-made integrations - Hook your new platform up to your existing CRM to move faster and become more efficient.
