Client Information Centre

For enhanced client servicing

Client assets report

Secure messaging

Secure client documents

Client priorities

We have developed this unique module to enable you to offer an enhanced service to your clients through your website. The system uses our highly secure web server, thus ensuring the safety of your clients' personal data.

This module enables you to communicate securely and efficiently with your clients, whether by secure messaging, by collating client information for initial or review meetings, or by providing general and personal documents for the client to view. Any changes the client makes to the factfind are tracked in an audit trail, for compliance purposes.

The module is included as standard with our Infosite and Financial Planner packages, but is available as an Add-on to enhance any third party website.

How our unique Client Information Centre can benefit you

What's included in the Client Information Centre

Further options

Try it out

How much does it cost

To order a Client Information Centre for your site either click on the Order button on the left, or call us to discuss your requirements in more detail.

How our unique Client Information Centre can benefit you

» Provides peace of mind by offering secure and safe storage of client data and documents

» Enables you to communicate effectively and securely with each client - no intercepted emails or lost packages!

» Saves you time and money by being able to send clients their documents online instantly - no waiting, printing or postage!

» Lets you prepare efficiently and accurately for initial and review meetings by enabling your clients to add or update their details online beforehand

» Maintains a compliant approach via a clear audit trail of any changes the client might make to their personal or financial details

» Gives your fee-paying clients access to services not available to the general website visitor

» Provides secure access to all the details your clients might want about your services, including client-only newsletters

» Enables easy segmentation of your clients to service each level differently

» Offers you and your clients safety, security and versatility

» Saves hours of time by importing bulk uploads of client data (available with certain back office systems)

» Adopts and demonstrates the principle of TCF by providing ongoing easy-to-access information to your clients.

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What's included in the Client Information Centre:

The module is available with 2 levels as standard - Registration and Client levels - but a further 2 levels are available so you can segment your clients. Each level can display differing content, and we can customise the welcome text for each one. You are in control of which client can access which level.

1  Registration Level

• Secure access for both client and Adviser through our 128-bit encrypted platform
• Welcome page
• Allocation of a unique username and password, which the Adviser can change/reset
• Ability for client to request a change to login details if required
• Personalised greeting for each client (single or joint as appropriate)
• Access to add/ view/ amend personal data such as:
  - Personal Details
  - Priorities
  - Children and Dependents
  - Health and Lifestyle
• Ability to run a bulk upload of data from certain back office systems to automatically register clients in the website database
• Range of pre-populated enquiry forms
• Secure online storage of data, which is backed up nightly
• Secure messaging between the client and the IFA
• Links to Letter of Authority and Money Laundering details
• Access to Client Agreement/ Terms of Business
• Free callback form
• Header coloured to match your main site, whether one of our sites or from another designer
• Standard regulatory statement in the footer
• Session timeout after a fixed period
• Secure logout button

2 Client Level

All the above plus:

• Access to add/ view/amend personal data including:
  - Assets and Liabilities
  - Income and Expenditure
  - Inheritance and Wills
  
• Access to quick bulletins
• Access to personal documents
• Reminder of current review date
• Access to the allocated adviser's details through the staff list
• The adviser controls which level a client is allocated to
• Infosite packages will also include links to items from their MyNews module
• Financial Planner packages will also include links to Factsheets.

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Further options:

We can offer 2 more levels if required, to suit your client segmentation setup. 

3  Client level with Portfolio reporting

We advise that if you also subscribe to our Portfolio Adviser module, you use Level 3 for clients to whom you offer this service, as not all your clients will want this level of access.

4 Client level custom

If you want to offer a further special service to certain clients you can add the links at this level.

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Try it out

Click here to login and see what each Level offers, using the following details: (please note that this link opens up the Registration page within an Infosite package, and you should ignore all except the login fields for this exercise!)

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Cost

This module can be added to any third party website.  It is included as standard within our Infosite and Financial Planner packages, and can easily be added at a reduced cost to our Introsite package.

Setup from £395 + VAT for Registration and Client levels combined, and £30 + VAT pm ongoing.

Each additional Client level costs £75 + VAT to set up and a further £10 + VAT pm ongoing.

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To order a Client Information Centre for your site either click on the Order button on the left, or call us to discuss your requirements in more detail.

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