Document Vault

Store and access important client documents with ease. Our secure document vault ensures that vital paperwork - whether wills, insurance certificates, or financial records - are safe and always at hand. Deliver paperless documents in bulk or individually, saving time and cutting costs.

Branded Client App for iOS & Android

Enhance your brand with a white-labelled app available on both iOS and Android app stores. Your fully branded app seamlessly integrates your visual identity, ensuring a consistent experience for your clients.

Custom App Name and URL

Establish a unique digital identity with a custom app name and web URL. Your clients will connect with your brand every time they access your services.

Own Company Web-Safe Font

Maintain brand cohesion and visual identity by utilising your company's chosen web-safe font. Consistency in design and communication reinforces trust and professionalism.

Customisable Menus and Pages

Tailor the app's navigation and headings to suit your specific services and offerings. With customisable menus and titles, you have the flexibility to create an intuitive and user-friendly interface that aligns with your chosen client experience.

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.