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Secure Client Portal

accessible from any device


In today’s information security conscious world you cannot afford to operate without the protection of secure messaging and document exchange between you and your clients.

FinPlan Client Portal provides the gateway between your FinPlan records and your clients and allows them to send and receive secure, encrypted messages using any web-enabled device. Not only that, but you can also exchange documents securely, removing the hazard of using insecure mediums such as email to transfer confidential financial details.

FinPlan Portal allows your clients to view the plans and policies they have in force and see the latest valuation figures for each. The Portal is designed to operate from any web-enabled device so you and your clients can use an iPad, smart-phone or any of the major browsers to access the details from anywhere on the planet.

  • Automated population of plan details from FinPlan to the Portal;
  • Secure messaging;
  • Secure document exchange;
  • Automated email notifications when new
    documents or messages are available;
  • Access to plans and policy details, including
    current valuations;
  • Access to Administration progress (if enabled);
  • Portal can be themed to match your corporate
    colours and logo;
  • You decide the clients who can access the
  • Fact find details completion/update via the

Secure documents

If you email your client a document, such as a fact find or application form you should be encrypting the email and data. If you do not, you run the risk that this sensitive and detailed personal information falls into the wrong hands.

FinPlan Portal delivers a secure platform to exchange documents with your clients. Users can upload their own documents as well so that they can easily send you confidential details with confidence.

Adviser Access

FinPlan Portal also enables your advisers to access the details of their clients from any web-enabled device, such as a smartphone or iPad, without the need for any additional software.

Advisers can also use the Portal when out of the office to access their clients' records on the move.

Fact Find Completion

FinPlan Portal presents your client with details from the current fact find you hold for them and, should you permit it, enables them to enter, update or correct any of the information presented.

All changes made on the Portal are automatically updated in FinPlan – along with a full audit trail of the changes made.

The FinPlan Portal is easy to use and has a clean modern design. As part of your web strategy, you may wish to add branding to the Portal so that it mirrors your own corporate colour scheme and displays your logo. As part of our Portal Activation Service we:

  • Configure your FinPlan Cloud system for Portal
  • Allocate a custom URL (web address) for your
  • Install your company logo to the Portal so that it is
    visible on every page;
  • Optionally configure the Portal colour scheme to
    match your corporate colours.

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Schedule a free demo today to see how you can maximise the benefits of technology in your business.

  • No obligation
  • Online or in person
  • Tailored for your business
  • [email protected]
  • 01202 553457