App Features
24/7 Help for Your Clients at the Touch of a Screen
Branded App
With your firms branded app you get additional support with bespoke marketing materials.
Digital Signature
Sign documents quickly with our digital signature system.
ID/AML
Our market leading Identity check feature provides the ultimate reassurance of your client’s identity.
Forms & Questionnaires
Send your forms to clients to complete through the app in record time. It saves the progress and allows clients to fill.
Client To-Do List
Keep clients organised. Create a list so they know what they need to do.
Secure Messages
Provide a communication trail for clients. It is an easy way to communicate with each other.
Process Flows
Have multiple process flows and make them bespoke to you. Set trigger points in your case management system and keep your clients fully informed.
Push Notifications
Become proactive! Let clients relax knowing their phone will ‘ping’ with any update or action.
