Client Portal Implementation

In the GDPR world secure messaging between you and your clientele is a must. A Client Portal will also give you the ability to offer another value add by providing your clients with a document vault safe, space to share documents and message you, their adviser, securely. Clients can review and add information into their fact find, which can feed directly through to your CRM. Jigsaw Tree can implement your Client Portal by helping with data set up, client communication creation and training internal staff