Features and benefits

Client Portal is a fully hosted ‘cloud’ solution offering your clients 24/7 access to their information held within Adviser Office.

• Give your clients the service they expect

  Client Portal gives you more flexibilty in the service you can offer your clients. Whether you choose to make Client Portal part of a new service proposition or offer it as an enhancement to your existing arrangements, Client Portal supports you in delivering a new and exciting service. This means that you are open for business 24/7 – meeting the demands of today’s clients.

• Instant mobile access for you and your Clients

  Client Portal is now accessible via mobile devices including iPhone, Blackberry and Android.

• Simple and secure for you and your clients

  Client Portal is simple and hassle free for both you and your clients. Its intuitive design means that you won’t need to show your clients how to use it – it really is that straighforward. They will be able to log on and view whatever you allow them to. This includes their personal information, which they can update, their policies and investments, ability to ask questions, see their valuations or any other documents you have published, upload documents and book appointments to see you – all with a few clicks of the mouse, 24 hours a day, 365 days a year*. And as Client Portal uses the very latest in online security, you won’t need to worry about sending messages and documents to your clients via email or through the post.

• Instant benefits to you and your business

  Regardless of the stage of your data readiness, you can start experiencing the benefits of Client Portal straight away. You can see your clients contact details and their policies and investments wherever you are on your desktop or via a mobile device; and by offering different levels of access to your clients you can maximise the value of your proposition. As you further segment your data you can open up additional features depending on your clients value to you.

• Customise Client Portal for your business

  You can personalise Client Portal to your business by uploading your company logo, image and any legal information such as your T&Cs and Privacy Policy. You can then choose which clients you would like to have access to the system and decide what information they see, supporting you in offering multiple service propositions and re-enforcing your brand cost effectively.

• Any updates link straight into your Adviser Office Activity Manager

  Manage enquiries, questions and data updates from your clients via Client Portal effectively and give your clients an even better service because Client Portal links automatically into Activity Manager. What’s more, you control data updates coming from Client Portal, allowing you to easily safeguard the quality of your Adviser Office data.

• It can embed into your existing website or stand alone

  Once you’ve customised Client Portal with your company look and feel, you can link it into your existing company website or keep it as a standalone system – the choice is yours. Either way, you’ll be giving your clients a truly professional service.
  
  *Subject to maintenance procedures