Use your very own secure Portal to securely communicate and share information with your financial adviser throughout your entire financial planning journey. Complete with bank-level encryption (AES-256), simply download the app to either your mobile or tablet device and start using all the following features securely:
2-WAY SECURE MESSAGING
Instead of using insecure emails to communicate with your financial adviser, use the built-in messaging feature to securely chat with your financial adviser.
DYNAMIC FACT FIND
Use the dynamic Fact Find to securely provide your financial adviser with all the information they need (incomes, expenses, etc) from the comfort of your own home.
2-WAY DOCUMENT EXCHANGE
You and your financial adviser can instantly share documents with each other, such as a copy of your ID or your latest financial plan, without the need to post or hand deliver them.
DISCLOSURE DOCUMENTS
View your financial advisers Disclosure Documents (Terms of Business, Fee Agreement, etc) from the offset and digitally agree to them in advance (see below).
DIGITAL SIGN/AGREE
Instead of manually signing and returning important documents, such as a Letter of Authority, simply use the built-in feature to digitally sign and return them.
ANTI-MONEY LAUNDERING CHECK (AML)
As part of every financial adviser’s financial planning process, they are required to conduct an AML check. When prompted, use your secure Portal to complete this task remotely.
CUSTOM LINKS
Don’t click website links contained within an email. Instead, access all the websites your financial adviser has asked you to visit via your secure Portal.
About security: CashCalc uses bank-level encryption (AES-256), which means when you securely communicate and share information via your secure Portal, it Is encrypted and confidential between you and your financial adviser.
About CashCalc: An award-winning suite of financial planning tools specifically designed to help financial advisers – from enhancing client engagement to improving efficiencies throughout the entire financial planning process. Alongside the Secure Portal, CashCalc has also developed the UK’s market leading Cashflow Modeller and is used to create powerful and engaging lifetime cashflow plans.
For more information, please visit: https://cashcalc.co.uk/