You can now manage document requests, shared documents and digital signatures directly in the new Client Portal, completing the end-to-end client journey in one place.

With this update, brokers can:

• Request documents from clients
• Share important documents like credit guides and fact sheets
• Collect digital signatures via DigiSign

Previously, clients completed their personal and financial details in the new Client Portal, then had to move back to the old Client Centre to manage documents and signatures. Now, everything happens in one place - creating a seamless experience.

👉 Read our Wiki article for a quick guide on how to get started.