Client Login Area

Provide your clients with a Secure Client Admin Area

This powerful feature greatly enhances your service to your clients.

Privacy and security for each of your clients is assured when they log in to their secure personal area to enter initial meeting information, complete and update their fact find, download documents  and exchange correspondence with you.

The system generates an audit trail of every change effected by the client – an absolutely vital tool for compliance purposes.

Features include:

Website Registration for advisers and their clients

• The registration process can be completed by the adviser for their clients
• Usernames and passwords can be emailed to their clients allowing them direct access via the adviser's website
• All data is stored on our secure servers and can be accessed only by the adviser & their clients
• Personalised greeting on the client login home page
• Access is available to:

1. Personal Details
2. Dependants
3. Health Matters
4. Financial Planning
5. Personal Cashflow
6. Personal Balance Sheet
7. Estate Planning
8. Attitude to Risk
9. Investment Portfolio
10. Retirement Planning
11. Insurance cover

• Communication between the adviser and their clients via our Secure Messaging System
• Ability for the adviser to share documents securely with their clients and vice versa, via the Document Cabinet

The Client Admin Area Consists Of The Following Elements
Click the link for more information:

Secure Client Login (Client Admin Area)

Document Cabinet

Electronic Fact Find

Secure Electronic Messaging

Pricing

Click here for details.

To Order or for a no-obligation demonstration, please call the Web Pro IT Sales Team on 0845 388 0098