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FinCalc Launch New Client Portal

The FinCalc Client Portal is an effective means of communication between adviser and client that not only improves the day-to-day servicing for clients, but also builds a stronger client engagement in real time.

We believe that this new Client Portal provides financial planners and their clients with a way to have a secure conversation and to safely share information with each other from any online PC, tablet or mobile phone. This will save an adviser valuable time when onboarding a new client or when undertaking a periodic client review.

We have been asked by many existing and potential customers to provide a way to enable them to onboard a client, have a digital fact find for clients to complete and to have a seamless integration of client financial data into our tools. Our Client Portal achieves all of this and more. Some of the main features of the new Client Portal are:

• Client Onboarding (Invite clients or let them self-onboard)
• Secure Messaging (2-way messaging with notifications)
• Secure Document Exchange (Including digitally accepting documents)
• Digital Fact Find
• Back Office Integration

To enhance the client experience, each Client Portal will be fully white labelled to the adviser firm. We also have the latest banking grade security and encryption, plus clients can also use multi-factor authentication to add that extra layer of security.

FinCalc believe that the Client Portal will enhance client engagement. Advisers will save time and administration costs as this platform of communication provides the much-needed flexibility that clients and advisers require today. To find out more about the FinCalc Client Portal, click here.

FinCalc - In the Press

This has been referenced in Financial Planning Today.

About the author

Gavin Shears

Gavin Shears

Senior Product Consultant

Gavin has been working in the Financial Services industry for over 20 years. Gavin joined O&M in 2005 as a paraplanner and transfers technician. After achieving Pension Transfer Specialist status, he moved to the IFA team in 2008. Gavin now works as a key component in the FinCalc arena using his knowledge of Financial Services and the advice process to help with the continuous development of the FinCalc suite of advice tools.