• Video Conferencing, Document Exchange & Storage: Engage with clients online, screen share documents, record meetings, and digitally sign documents and managing compliance efficiently – all stored in a secure vault
• Trusted Entities: Providing the ability for you and your clients to engage with their key relationships (e.g. Lawyers, Executors, Family, Insurance and Mortgage brokers etc.)
• Office Holders: Providing permission-based access for the key operational staff to access and manage the information of the client’s business.
• White Labelling: Include your own company co-branding onto the Adviser Platform solution.

Pricing: please contact us for more information