Client Portals for Financial Advisers
tick Share documents securely with your clients
tick Notification / evidence when documents are read.
tick Keep unlimited clients separate - Each client uses a separate portal
tick Find documents easily from any browser.

 

Description

Intamediary provides the highest level of security for your clients' financial documents, making it easy for you to share information with each of your clients. Each portal is protected with Starfield TLS 1.0 RC4 with 128 bit encryption (High); RSA with 2048 bit exchange. Any information you provide is strongly encrypted and cannot be understood or altered by anyone other than Intamediary authorised users. Similar level of security that most banking sites use.

 

Features

Portal Branding:: We'll brand your portal to include your company banner and colours from your website.

Portal Manager:: We make it easy to create and manage individual client portals.

File Downloads:Clients can download files and view documents using their web browser.

File uploads: Clients and adviser can upload files using their web browser.

Email Alerts: Intamediary notifies you by email each time a client enters their portal. You'll know, when it was accessed, and by whom and the computer IP address for extra security.

Audit:: Documents and correspondence are easy to find in chronological order and date stamped.

Print friendly: You can print files and correspondence effortlessly.

Security Padlocks: Make files read-only, manage secure access, prevent accidental deletion.

No software: You and your client only need a browser.