00 — Client portal
Documents, milestones and messages for your mandate, in one encrypted place.
01Client portal
What the portal holds
- 01
Documents
Upload and download the documents of your mandate, organised by project with version history.
- 02
Messages
Encrypted messages with your advisor, with notifications and history.
- 03
Progress
Phase progress, filing status and the financial indicators of the mandate.
- 04
Access control
Encryption in transit and at rest, two-factor authentication and role-based access.
02Status
Security
Access by request
- 01AES-256 encryption
- 02Role-based access
- 03GDPR compliant
03Access portal
Request access
Active clients receive portal credentials from their advisor. Contact us to request an account.
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