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.
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:
- Personal Details
- Health Matters
- Financial Planning
- Personal Cashflow
- Personal Balance Sheet
- Estate Planning
- Attitude to Risk
- Investment Portfolio
- Retirement Planning
- 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
Click here for details.