Automated Reporting
Whether you need to send hundreds or thousands of documents, you can do it in minutes. Our automated reporting ensures your periodic reports, contract notes, and other documents are securely delivered with ease. You can track receipt and opening data for full audit trails, keeping everything transparent.
Customisable for You and Your Clients
Decide the folder structure you want for different client segments. Your reports and documents are automatically mapped to the right locations making it easy for you and your clients to find important paperwork when needed.
Bulk Document Delivery
Our automated reporting service can collect your documents in bulk from a secure online location and deliver them to your clients in minutes. Push notifications let your clients know they have been received.
Read Receipts and Approvals Capture
A document viewing reports and read histories on secure messages, you always know when your clients have read the communications you send them. Workflows allow you to easily gain your client's approval on important documents such as suitability reports or portfolio alterations.
Get in Touch
We understand you to make sure everything aligns with your needs.
So first, book a free, personalised demo with one of our team to explore how our solution can help you create a seamless, impactful digital experience for you and your clients.