Your online client service, made personal
Discover a brand new state of the art communication portal between you and your clients, exclusively for Adviser Office users
Client Portal is a fully hosted cloud-based solution giving your clients 24/7 access to their financial information – from the desktop, laptop, tablet or even smartphone.
Enable them to update their personal details, see their policies and investments, view valuations and even upload documents, as well as communicate with you, all within a secure online environment.
You can even personalise the site and embed it as part of your company website. It’s a safe, secure and hassle-free way of giving your customers the service they expect in today’s online world.
- Give your clients the service they expect, 24/7
- Fully customisable – for you and your clients
- Simple, intuitive, easy to use
- The latest online security protects you both
- Receive updates and get queries straight away
- On your website or standalone – either way it’s professional
See Client Portal in action and find out more here
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