FE Onboard Client Portal

From completing a fact find to assessing your clients' sustainability preferences
and exchanging documents, we have everything you need to digitally onboard
and engage your clients from the very beginning.

Meeting your needs

Digitally onboard your clients with ease

FE Onboard, our secure Portal within FE CashCalc, enables both you and your clients to securely communicate and share information with each other remotely. This means tasks can be completed ahead of an initial meeting, saving you time and allowing you both to focus on what really matters most when you are together.

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Reduce time spent on manual tasks

Our digital fact find seamlessly integrates with your back-office and can be sent at the click of a button, making gathering essential information that much easier.
Enhanced client experience

Our secure branded Portal enables clients to easily update their information, view their documents, and get in touch remotely all in one place, transforming how they engage with the advice process.
Support a secure and compliant process

Bank-level AES-256 encryption enables you to securely communicate and exchange documents with confidence, whilst a comprehensive digital audit trail supports you in evidencing regulatory compliance.

KEY FEATURES

Discover how we can help

Secure Portal

Our secure Portal, which contains bank-level encryption (AES-256), enables both you and your clients to securely communicate and share information with each other throughout your entire financial planning process. It can be completely white-labelled with your company branding and clients can either be invited to create their very own secure Portal or they can even 'self-onboard' themselves.

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Document exchange & digital accept
Secure messaging
Customise with your branding

Customisable digital fact find

Our customisable digital fact find enables you to gather personal and financial information about your clients remotely, saving you time and making your process much more efficient.

Information entered into a digital fact find can then be seamlessly sent to all the other software providers you use via integrations, reducing the need for you to manually key client information and retaining its accuracy.

Start your free 28-day trial Integrations Hub

Integrates with your back-office
Open Banking for more accurate expense information
Dedicated 'objectives' section to support goal-based planning

Client profiling

FE Onboard’s built-in psychometric attitude to risk questionnaire is powered by EV and designed to quickly evaluate the level of risk a client is willing to take, so that you can recommend suitable investments.

Our sustainable investing questionnaire enables you to easily gather detailed insights into your clients' sustainability preferences, enabling further discussion and allowing you to provide more tailored and informed advice.

Start your free 28-day trial

Customisable attitude to risk questionnaire
Integrated sustainable investing questionnaire
Send securely through the client Portal

Backed up by the numbers

FE Onboard in numbers

How we're helping advisers transform client engagement

2 hours

saved

for every new client you digitally onboard

29 K

clients

digitally onboarded in 2023

120 K

documents

digitally exchanged in 2023

SOLUTIONS ADV – Client Onboarding & Engagement

A fully integrated solution

With integrations with all major back-office systems, FE Onboard enables you to securely send client data directly to your back-office, streamlining your workflow and ensuring data integrity by reducing the need for manual re-keying.

Book a demo Integrations Hub

Find out how and why you should use our secure Portal

Discover how individual features can really benefit your onboarding process.

Visit our YouTube channel for more

VIDEO

How to invite your clients to create a secure Portal

Find out how to send your clients a secure link inviting them to create their very own secure Portal.

VIDEO

Why exchange documents digitally with clients?

Discover why you should consider digitally exchanging documents instead of physical versions.

VIDEO

How to create a custom digital fact find

Find out how to add questions to the digital fact find, or even create a brand-new custom version.

VIDEO

How to send a sustainable investing questionnaire

Find out how to send a questionnaire to your clients through their secure Portal and how to use their results.

What our clients say

How advisers are engaging their clients from the very beginning

I am a big fan of FE CashCalc and the efficiencies it brings. It is a great feeling having the app and getting a notification that another new client has onboarded themselves. Work smarter not harder!

Robert Lewis

Celtic Financial Planning

I have recently started using the secure Portal app and have been very impressed with its look and ease of use. I find the Secure Messaging function particularly useful for client communication and I would recommend any adviser who subscribes to download the app and give it a go!

Alasdair Coutts-Britton

Better World Financial Planning

Only through lockdown did I eagerly take up the use of online fact-finding. So pleased I did - clients complete it when it suits them, and my experience is that you get more information than a face-to-face notes session. It is customisable too!