White-labelled, mobile-first, FCA-aligned. Document upload, case progress, fact find, secure messaging, and protection reviews. Reduces inbound admin by 60%.
Your logo, your colours, your firm name. A portal that looks like it was built for your brand.
Drag-drop or phone-camera. Classified automatically. Consent captured. Adviser notified.
Every client sees exactly where their case is — no more phone tag.
Audit-logged messaging between adviser and client. End-to-end encrypted.
Clients complete the fact find themselves at their pace. Data lands structured in the CRM.
Annual self-service protection review. Client confirms details; adviser reviews anomalies.
Outstanding items listed clearly. Client ticks off what they've completed.
Installable on phone like a native app. Push notifications for key updates.
MFA, encrypted at rest, UK-hosted, audit-trailed. Enterprise security without enterprise friction.
Client gets a secure link, opens on their phone, photographs their documents, uploads. Each one classified and linked to the case. Adviser notified with a summary.
Everything a client sees is backed by the same source-of-truth your firm uses. No sync, no staleness, no drift.
Book a 30-minute personalised demo. We'll show the feature against your workflow.