The digital client portal provides a comprehensive fact find, objectives builder and document sharing to keep your clients informed and engaged in between meetings. It’s linked to AdviceOS, providing a simple and secure way for you and your clients to share updates and access information.
Digital Fact Find
The Digital Fact Find makes it easy for your clients to provide and update their personal data. This data is automatically updated in AdviceOS, so you always have the details you need to provide advice.
With Plan Builder, clients can add and update objectives, use the calculators to see the impact of different options and easily request additional advice. As the adviser, you will be notified when clients add or modify objectives, so you can provide further advice or assistance where required.
Client Portal provides a simple and secure way to share advice documents with your clients.