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.
Secure Document Storage
Provide clients with a secure and centralised space to store their reports and documents. Your clients can create their own 'in case of emergency' place for all their important paperwork, ensuring peace of mind and easy access..
Customisable Folder Structures
Create folders for your recommendations reports, statements, quarterly reports or other client documents. You can allow your clients to add their own folders too and set privacy controls to determine how and with whom their personal documents are shared.
Automated Document Delivery
Deliver hundreds or even thousands of documents or reports in minutes with automated document delivery. Your regular periodic reports, contract notes or other documents are automatically collected securely and delivered to your clients, with push notifications to let them know when something has been received. You can track receipt and opening for a full audit trail.
Scan Paperwork on Mobile
Simplify document management for your clients with the convenience of mobile scanning. Enable clients to easily scan and upload paperwork directly through the app, streamlining administrative tasks and ensuring a smooth, paperless experience.
Get in Touch
We understand you want to make sure everything aligns with your needs. Book a free, personalised demo with one of our team members to explore how our solution can help you create a seamless, impactful digital experience for you and your clients.