Solution introduction
From sending a digital fact find to digitally exchanging documents, we have everything you need to digitally onboard your clients
Digitally onboard your clients with our secure Portal
Our secure Portal enables both you and your clients to securely communicate and share information with each other remotely. This means tasks can be completed ahead of an initial meeting, saving you time and allowing you both to focus on what really matters most when you are together.
How much could you save?
- GB£14k - An individual financial adviser with one paraplanner could save up to £14,000 each year simply by using our secure Portal*
- 2 hours - By using our secure Portal, you could save 2 hours for every brand-new client you digitally onboard
- 1 hour - By using our secure Portal, you could save 1 hour for every ongoing client you digitally engage with for up-to-date information
