Solution introduction
Engage and update your clients efficiently
Our Client Portal provides an easily accessible space where documents and correspondence can be exchanged, securely viewed, stored and maintained
Client Portal
Engage and update your clients efficiently with our Client Portal. Accessible from any internet-enabled device, the portal removes barriers to ensure clients are always up-to-date.
Client Actions
Posting actions to the Client Portal sends an automatic email and SMS message to alert the client of an action requiring their attention.
Sending Actions
Create personalised actions and exchange documents and tasks securely between advisers and clients, all of which is fully audited against the case record.
