How it works

Features and Benefits

At DocPortal, we understand the pain points that come with managing client workflows. That's why we've developed a platform that simplifies the process, while ensuring security, compliance, and peace of mind. Here’s what you can expect with DocPortal.

Client Servicing

Meet the needs of your client and add value to their overall client experience through:

• Branded Mobile Application
• Personal Client Storage
• Two-Way Document Sharing
• Document Scanning
• OCR / Advanced Search
• Multi-User Platform
• Granular Permission
• Chat/Video/Audio Transcription
• Digital Signatory
• Alerts and Notification

Client Acquisition

Acquisition can yield great results for business growth, DocPortal tools make this easy with:

• Digital Executor - Clients can add executors
  to preserve their legacy
• Alerts - Instant notification when a client
  has added a digital executor
• Auto Email - Automated email is sent to the
  digital executor introducing you
  and your business

Operational Efficiency

With processes that fit right into your existing workflow, make day to day tasks easier with:

• Salesforce Integration - Share documents directly from
  Salesforce and store all relevant documents against the client
  record
  
• DocuSign Integration - Signed documents are autosaved
  against the client record
  
• Outlook Integration - Send encrypted emails, securely
  chat and initiate video calls with your clients
• MI and Auditing - Stay in control by measuring all client interaction
• Create pre-set templates to accelerate client transactions such as onboarding
• Accessbility anywhere, anytime through a web or mobile application

Security & Compliance

Keeping up with industry regulations and compliance is simplified with:

• Full Audit trails to assist with MiFID II
  
• Assist with Consumer duty
  
• Multi-factor authentication
  
• Full end to end AES256 bit encryption
  
• Data hosted by AWS in the UK

Contact us today

We hope these features and benefits demonstrate how DocPortal can help simplify your client workflow while ensuring security, compliance, and peace of mind. Contact us today to learn more about how DocPortal can benefit your business.

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