Client Login

For improved client service

We have developed this unique feature to enable you to offer an enhanced service to your clients through your site. The system uses our secure server, so protecting your clients' personal data. This tool is very useful for collating information for the initial meeting with the client, or for review meetings. It also provides an audit trail of every change the client makes, very useful for compliance checking.

You can customise the welcome text separately for each level, whether for enquirers or for clients.

NOW WITH BULK UPLOADS FROM 1ST, PLUM AND FAIRS.

The programme can be coloured to match the existing theme of your website, and has the following features:

• 1 main level of access - Registration - with optional 2nd Client level available, plus option of adding 2 others for customised use
• enquirers and clients can register by entering their details through your site, or you can register clients for them, giving them their username and password for their own direct access
• all client data is stored on our secure server, and can be accessed only by the client or their adviser to view/amend
• we can supply an intermediate Client level without the additional factfind screens but with a different welcome text and links, used for accepted clients
• personal welcome page, different for each login level
• personalised greeting for each client
• both the full Registration level and the Client Level give access to personal details, priorities, children and dependents, and health and lifestyle
• full factfind also includes screens on income and expenditure, assets and liabilities, inheritance and wills, and attitude to risk
• access to input and amend further details according to Level chosen
• use of our Staff List giving access to details of the adviser allocated to that client
• easy communication between adviser and client
• use of a range of pre-populated enquiry forms
• ability to display group bulletins for all clients to access
• ability to display secure messages for an individual client to access
• link to a Letter of Authority and Money Laundering details
• option of links to other features within your existing site eg life quotes, fund supermarkets, portfolio summary, as well as a new service - links to secure documents for an individual client

(NB: Reduced Registration level is already included in all Introsite packages, Standard Registration level in all Infosite packages, a Customised Client Level for the Mortgage Adviser packages, and both Registration and Client levels in our Financial Planners Websites).

Click here to login and see what each Level offers, using the following details:

Cost: Setup from £150 + VAT for Registration level, plus £30 + VAT pm, and an additional £75 + VAT for the Client level without full factfind, or £200 + VAT with the full factfind, plus a further £10 + VAT pm. Prices for Customised levels to be agreed.

To order your Client Login feature either click on the Order button on the left, or call us to discuss your requirements on more detail.

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