Supercharge client experience, acquisition and retention, whilst ensuring all communication is managed securely through your company branded mobile app.

 

 

We develop your own branded mobile app through which you and your clients can securely communicate and safely share sensitive information. Uniquely, your clients have their own private vault to save their most important information & memorabilia, building a digital legacy for future generations. 

Schedule a demo today to learn how DocPortal can benefit your business. 

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The platform integrates with your key back-office systems, ensuring seamless operations for your business. Document sharing and messaging is fully encrypted with multi-factor authentication as standard. Additionally, the platform assists with regulatory and compliance efforts.                                             

Get started today and see how easy it is to transform your business.

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Trusted by many leading global companies

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Join the many leading companies using DocPortal

Our Value Propositions

We have three amazing value propositions here at DocPortal

 

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Simple

DocPortal enables businesses to reduce manual tasks and increase workflow efficiency.

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Secure

​Peace of mind for you and your clients that your data and communications are safely protected from cyber attacks.

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Legacy

Enabling clients to create a legacy helps improve the overall client experience, heightening retention, loyalty and encouraging new business.

Contact us today

Contact us today to learn more about how DocPortal can benefit your business.

DocPortal Digest

Leading insights and features on our amazing portal and customers.

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Client Feature

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Interview with Sandra Oakland: Embracing DocPortal for Enhanced Client Services In this interview, we sat down with Cedars Wealth Management who shared their experience with implementing DocPortal in their practice. DocPortal is an app …
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Consumer Duty

Preparing for the Future: Thriving Amidst the FCA’s Consumer Duty Reforms

A Forward-Thinking Approach to Embrace Consumer Duty's Impact As the financial services industry undergoes a transformation with the introduction of the Consumer Duty legislation, forward-thinking firms are looking beyond mere compliance to leverage this …
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