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 App
• Personal Client Storage
• Two-Way Document Sharing
• Document Scanning
• OCR / Advanced Search
  
• Granular Permission
• Secure Chat
• Digital Signature
• Email Alerts and Push Notification

Client Acquisition

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

• Automated Client Acquisition Tool
• Existing Client Referral Mechanism
• Email Marketing Automation
  
• Prospect leads booked into your diary
  

Operational Efficiency

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

• Back Office System Integration
• DocuSign Integration
• Outlook Integration
• Secure Chat
• MI and Auditing
• Accessibility anywhere, anytime through web or mobile

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

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

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