Client Summary and Activity Timeline
Access an easy-to-read, dashboard-style summary of your clients' activities, portfolio values, net worth, and linked relationships - all in one place. For full transparency, you can also view communication timelines and a documentation overview, giving you a complete, holistic view of each client’s journey.
Comprehensive Client Summary
Access a comprehensive client summary that includes all relevant information and a detailed activity timeline including messages, documents, eSignature requests, fact finds and other workflow related activity.
Activity Timeline
The activity timeline provides you with an easy to view compliance audit trail of all interactions relating to your client. Easily filter or search for specific types of activity, helping youto get prepared for your next client meeting or to see the latest advice recommendations.
Mobile Access for Advisers
The Adviser App allows advisers and other staff to view client information and activity on their mobile devices. Get directions to your client's address, see the latest correspondence or activity or view their up to date portfolio valuation. The Adviser App saves you time.
Contact Information
Access Google Maps directly from your client record or one-touch dial your client on your phone.
See What Your Client Sees
Use the 'Visit' function to see your client's portal account as they view it, from their portfolio details and valuations to their overall net worth, documents or fact finds.
Related Parties
Your clients and their partner, dependents, trusts, companies or other accounts are linked together by relationships allowing you to easily understand the household group and your client's wider network.
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.