We are pleased to announce the release of our New White Label Client Portal.
This new system has been created to enhance your client’s engagement. Not only is this an initial onboarding service, but also an ongoing secure communication platform between you and your clients.
Our Client Portal boasts the following features:
Client Onboarding- Invite clients to complete required disclosure documentation and provide personal and financial details all from the comfort of their own home.
Client Self Onboarding- New clients can register themselves directly and then complete the onboarding process.
Your Branding- White-label the Client Portal to use your company logo and colours.
Secure Document Exchange- Share and receive unlimited documents. Any document uploaded will be saved without any time restriction.
Digitally Sign and Accept Documents- Clients can review, then digitally sign, and accept documents, creating a permanent audit trail.
Secure Messaging- 2-way secure messaging, grouped in easy-to-read conversations. You can message not only your primary Client but also their spouse/partner, as well as selecting who is notified of new messages from the Client.
Designed for Mobile Screens- Will work on any internet connected PC, tablet, or mobile phone. Designed to adapt to the smaller screens on mobile phones.
Trusted Links- Share links to external websites which your clients can access safely.
Intelligent Workflow- Can limit when clients are asked to complete their Fact Find. Ensure disclosure documents are accepted before accessing the Fact Find.
Straightforward Fact Find- Simple data entry (with validation) to ensure a great user experience for your clients.
Back Office Integration- Automatically push to and pull from the leading Back Office systems FinCalc integrates with.
Banking Grade Security- Built with the latest banking grade security and encryption, you can communicate securely with clients. Clients can also select 2-step authentication adding an extra layer of security to the Client Portal and their personal information.
Please contact us for further information.
FinCalc – In the Press
See our press release here.
This has been referenced in Financial Planning Today.