We all want to leave something behind. A reminder of our time on this earth, our achievements and our hopes for the future. For many though, the legacy they leave behind for their loved ones is often complex and costly. In the UK some £50 billion in assets go unclaimed, while the typical time taken to organise an estate is nine months. This lengthy process is usually the result of tracking down bank accounts, life policies and other legal papers that can turn an already difficult time into an unnecessarily distressing one.

This is not how a legacy should be defined.

DocPortal is a digital document management platform that redefines this concept of legacy. The DocPortal app has been created to empower as many people as possible to maximise their assets for future generations. With the consolidation of all their documents, policies and personal files in one place, DocPortal creates a simple and secure digital legacy for advisors and their clients.

Simple

Life is complicated enough as it is, which is why DocPortal is simplifying the wealth management process for advisors and their clients. Encouraging clients to create their own legacy starts with the experience, so it’s important to deliver something that is user-friendly, engaging and trustworthy. This is why DocPortal was developed as a digital product - a secure app that can be accessed anywhere and at any time.

Simplified touchpoints dedicated to UX make it easy for clients to e-sign, view and manage their important documents, while workflow integrations and customisation mean brands can add a recognisable and accessible digital tool to their client offering without any change to the way they already work. As a result, manual tasks are reduced and significant time is saved; clients are kept up to date with automatic notifications and advisors can focus on servicing and acquisition. It really is that simple.

Secure

Many will spend years, if not their whole lifetime, creating a legacy they want to leave behind. So what’s the use of it being sat in dingy drawers, old files and miscellaneous accounts? If you have something you value, you should protect it. While some may be hesitant to entrust their legacy to a digital platform, DocPortal ensures that it is protected with the highest levels of enterprise-grade security available:

• Unlimited AWS enterprise-grade secure file storage
• Private personal storage
• 256 AES encryption as standard
• Audit trails for full GDPR compliance

With secure, encrypted communication across every interaction DocPortal is not just a secure service but also a trust-building tool. It enables advisors to create a safe space for their clients for everything from essential and important documents to more meaningful and personal digital items.

Legacy

Every DocPortal feature has been designed with legacy in mind, redefining what it means to both create and inherit something valuable for your future generations. With all documents in one place, accessible from anywhere, the burden for families to sort and manage affairs following the loss of a loved one is removed. Through its simplicity DocPortal also allows for clients to better shape the kind of legacy they want to create. The simple act of transitioning to digital storage immediately cuts down a huge amount of waste, ensuring that responsible wealth management and sustainability are at the heart of the legacy they leave behind.

“You can’t imagine just how much peace of mind the portal has given us. The family will have no problems with our estate now, which might well be our best legacy to them.”

The benefits go even further though. In addition to the client experience, DocPortal empowers brands to create their own legacy as well. DocPortal demonstrates that, as a brand, you are investing in a forward-thinking, sustainable approach that puts the client experience first, while also equipping yourself with an effective acquisition and servicing tool - ensuring your legacy as a brand also lives on.

Discover DocPortal

The great thing about DocPortal as a tool for business is that it will transform your client experience without transforming the way you work. You already know all that you need to know to use DocPortal thanks to innovative integration into your existing business tools. To start redefining your own legacy, discover all of DocPortal’s features here , and then simply get in touch to find out more for your brand.