Digital fact finds are here!
Don’t wait for the next paper cut, go digital and delight your clients with an engaging online fact find.
The YOUR FIRM wealth portal
Featuring your fact find, digitised.
Save time and money
Don’t waste time chasing missing data. Onboard new clients via your digital fact find, then sit back and relax with built-in reminders and financial profiles that are always up to date.
Grow your client base
Give your clients what they want: a live, consolidated view of their entire financial world. From monthly reports to live budgets, digital document signing to executor kits, ensure you’re a fundamental part of your clients’ success.
Build a digital brand
Elevate your brand by rolling out a branded wealth portal and mobile app. Capitalise on powerful macro level insights to seize opportunities and scale your business.