Insights | Introducing all the Client Portal features

The new and very different secure Client Portal has welcomed lots of new features in recent months. From the ability to customise the digital fact-find, to securely messaging clients, our suite of onboarding tools helps tackle the pain points both…

Insights | Introducing all the Client Portal features

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The new and very different secure Client Portal has welcomed lots of new features in recent months. From the ability to customise the digital fact-find, to securely messaging clients, our suite of onboarding tools helps tackle the pain points both you and your client commonly experience in the advice process, therefore improving engagement.

If you’d like to find out more about the secure Client Portal and how it can help your financial planning process, visit www.cashcalc.co.uk to discover more.

Chapters:

0:00 Introduction
0:57 Self-Onboarding
2:21 Disclosure Documents
2:42 Digital sign / accept
3:25 Dynamic Fact Find
3:58 Open Banking & Open Finance
6:19 Letters of Authority
7:52 Secure Messaging
9:01 Document Exchange
9:53 Anti-Money Laundering
10:46 Custom Links Out
12:09 Solving pain points

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