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.
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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.
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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.
- 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.
- 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.
- 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
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0 hours
saved
for every new client you digitally onboard
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0 K
clients
digitally onboarded in 2023
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0 K
documents
digitally exchanged in 2023
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.
Find out how and why you should use our secure Portal
Discover how individual features can really benefit your onboarding process.
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
Simple and transparent pricing
OUR AWARDS
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