We are in the process of implementing our new client portal, and expect to start rolling it out in October 2016.
This new portal will enable us to publish client documents online, via a secure platform, so that clients can review and electronically sign-off their compliance documents online.
The portal will:
- Enable us to provide clients with secure online documents in a timely fashion.
- Enable our clients to access their documents anywhere they can access the Internet.
- Enable our clients to upload documents to us via a secure portal.
- Help us be a little greener by reducing our printing and paper consumption.
The system will notify our clients via email when a document has been published and is ready to be reviewed.
We will provide you with more details before we officially launch the portal.
We have recently been going through a hardware upgrade and migration process. Thanks to fast-fibre, we have moved most of our infrastructure into a cloud based environment.
While our clients and associates will not notice much of a change, it has been an interesting process which provides lots of benefits and keeps us abreast of ever-moving technology.
If you have any queries around the cloud or the portal, feel free to call us to have a chat.