Onboard your clients in minutes, save yourself hours
Eliminate the time involved with manually onboarding clients, and instead create a seamless onboarding experience that will make your process more engaging and much more efficient. Here's how:
Create a secure Portal
Invite your clients to create their very own secure Portal. You can either add your white-labelled Portal registration page to your company website, or send your clients a secure link.
Complete tasks in advance
Your clients can use their secure Portal to digitally share all the information you need remotely and ahead of an initial meeting, such as completing a fact find or exchanging documents.
Focus on what matters most
By allowing your clients to complete tasks in advance, you'll not only save valuable time, but you'll both be able to focus on what really matters most when you are together.
Unlock a more engaging and much more efficient process
A secure Portal not only saves you time by bringing an end to manual onboarding tasks, but is also the key to unlocking a more engaging and much more efficient process. Here's how:
Focus on what matters most
A secure Portal enables tasks to be completed ahead of a meeting, meaning both you and your clients can focus on what really matters most when you are together.
Become much more efficient
By digitally onboarding your clients, you'll be able to send their information to all the other software providers you use, without manually keying any of it.
Transform client engagement
With the secure Portal app, you can keep clients better informed, as well as allow them to complete tasks at a time and place convenient to them and on a device which they prefer.
An onboarding solution that's ideal for you and any of your clients
Manually onboarding clients is a time-intensive task, but with our secure Portal, you can create a seamless experience that will benefit both you and any of your clients. Here's why:
Not only will you save time, but 83% of clients believe they also save time completing a digital fact find when compared to filling out a traditional paper version.
Clients today expect to be digitally engaged, and 90% prefer to complete tasks remotely, at a time and place convenient to them and on a device which they prefer.
With industry standard AES-256 encryption, our Portal is bank-level secure, allowing you and your clients to communicate and share information with confidence.
A secure Portal makes it easy for you to digitally onboard clients of all ages, and 94% say completing a digital fact find is far easier than a traditional paper version.
As well as being integrated with back-offices, our secure Portal also provides seamless access to an identity verification system, attitude to risk and sustainable investing questionnaires.
You have complete control over what your clients experience, from the branding they see when logging in to their secure Portal, to the questions you ask within your digital fact find.
I am a big fan of CashCalc and the efficiencies it brings. It is a great feeling having the app and getting a notification that another new client has onboarded themselves. Work smarter not harder!
Robert Lewis, Celtic Financial Planning
I have recently started using the secure Portal app and have been very impressed with its look and ease of use. I find the Secure Messaging function particularly useful for client communication and I would recommend any adviser who subscribes to download the app and give it a go!
Only through lockdown did I eagerly take up the use of online fact-finding. So pleased I did - clients complete it when it suits them, and my experience is that you get more information than a face-to-face notes session. It is customisable too!
This software is simple to use and works by engaging clients in their financial futures, without overcomplicating things. I have been waiting 25 years for a tool like this!
Simple and transparent pricing
£60/month + VAT
per individual adviser licence
with every individual adviser licence
for a bespoke price for larger firms
*based on our Return On Investment calculator which uses information from the FCA, NextWealth, Platforum, and our own research/expert opinion