THE PORTAL

THE PORTAL

The portal enables safe, secure communication and transports documentation from the client directly to the adviser or business, and vice versa.

Clients may also choose to upload and retain personal documentation for their own benefit. The decision as to what they share, and when they share, is left to the client.
Acting as an online filing cabinet, the portal provides a summary of their financial affairs and is accessible by them, from any location at any time.

From a business perspective, it means communications with the client are both private and direct. Messages are free from the risk of spam and the clutter of an ‘inbox’. Whether progressing a mortgage, applying for a life policy or managing an investment, the portal makes sure they are kept up to date through messages, text or email. Business messages are precise and marketing messages have
a much greater chance of being read.