PGYER IPA HUB
M
My Wealth Cloud
আরও My Wealth Cloud
DocPortal
DocPortal5.0
Key features • Secure document sharing • Lifestyle management tool • Secure document vault with unlimited storage • Push notifications • Secure cloud back-up • Offline access • Scan and upload documents • Create your digital legacy • Appoint digital executors • Multi-factor authentication • AES 256-
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PWM Portal
PWM Portal-
Parallel Wealth Management are proud to offer our clients PWM Portal. Securely store your most important files and access them at any time within your app. Protect your most personal data using enterprise-graded, encrypted security. Protected by ultra-secure, state-of-the-art technology, all you
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RBA WM
RBA WM-
RBA Wealth Management are proud to offer our clients the RBA App. Securely store your most important files and access them at any time within your app. Protect your most personal data using enterprise-graded, encrypted security. Protected by ultra-secure, state-of-the-art technology, all your doc
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WHR
WHR-
WHR Wealth Management are proud to offer our clients the WHR App. Securely store your most important files and access them at any time within your app. Protect your most personal data using enterprise-graded, encrypted security. Protected by ultra-secure, state-of-the-art technology, all your doc
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Clay WM
Clay WM-
* Clay Wealth Management are proud to offer our clients the Clay Wealth Management App. * Securely store your most important files and access them at any time within your app. * Protect your most personal data using enterprise-graded, encrypted security. * Protected by ultra-secure, state-of-the-
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FORM Financial Clarity
FORM Financial Clarity-
Securely store your most important files and access them at any time within your app. Protect your most personal data using enterprise-graded, encrypted security. Protected by ultra-secure, state-of-the-art technology, all your documents are available to you, wherever you are, offering you the val
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LM Financial Planning
LM Financial Planning-
Securely store your most important files and access them at any time within your app. Protect your most personal data using enterprise-graded, encrypted security. Protected by ultra-secure, state-of-the-art technology, all your documents are available to you, wherever you are, offering you the va
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TAWM
TAWM-
Throgmorton Associates Wealth Management are proud to offer our clients the TAWM App. Securely store your most important files and access them at any time within your app. Protect your most personal data using enterprise-graded, encrypted security. Protected by ultra-secure, state-of-the-art tech
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Amica Gateway
Amica Gateway-
Amica Gateway is a document portal - and more - we use it to ensure information reaches you as quickly and securely as possible and you can use it in the same way to send documents to us. It needs no further encrypting, so is easy to use. It allows you to safely store your valuable documents and m
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LMC FP
LMC FP-
LMC Financial Planning are proud to offer our clients the LMC FP App. Securely store your most important files and access them at any time within your app. Protect your most personal data using enterprise-graded, encrypted security. Protected by ultra-secure, state-of-the-art technology,
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The Platt Partnership
The Platt Partnership-
The Platt Partnership App enables secure sharing of files with your adviser, receipt of important updates about your finances, and access to your accounts 24/7. Protected by ultra-secure, state-of-the-art technology, all your documents are available to you, wherever you are, offering you the value o
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Tweed Wealth
Tweed Wealth-
Tweed Wealth Management are proud to offer our clients the Tweed App. Securely store your most important files and access them at any time within your app. Protect your most personal data using enterprise-graded, encrypted security. Protected by ultra-secure, state-of-the-art technology, all your
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Primus Financial Solutions
Primus Financial Solutions-
Securely store your most important files and access them at any time within your app. Protect your most personal data using enterprise-graded, encrypted security. Protected by ultra-secure, state-of-the-art technology, all your documents are available to you, wherever you are, offering you the val
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Robert Ingram WM
Robert Ingram WM-
Robert Ingram Wealth Management are proud to offer our clients the Robert Ingram WM App. Securely store your most important files and access them at any time within your app. Protect your most personal data using enterprise-graded, encrypted security. Protected by ultra-secure, state-of-the-art t
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Surrey Oaks Wealth & Financial
Surrey Oaks Wealth & Financial-
Surrey Oaks Wealth & Financial Planning are proud to offer our clients the Surrey Oaks Wealth & Financial App. Securely store your most important files and access them at any time within your app. Protect your most personal data using enterprise-graded, encrypted security. Protected by ultra-secu
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Mercian Wealth Management
Mercian Wealth Management-
Mercian Wealth Management are proud to offer our clients the Mercian Wealth App. Securely store your most important files and access them at any time within your app. Protect your most personal data using enterprise-graded, encrypted security. Protected by ultra-secure, state-of-the-art technolog
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Shipton Wealth
Shipton Wealth-
* Shipton Wealth Ltd are proud to offer our clients the Shipton Wealth App. * Securely store your most important files and access them at any time within your app. * Protect your most personal data using enterprise-graded, encrypted security. * Protected by ultra-secure, state-of-the-art technolo
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Compound Wealth Planning
Compound Wealth Planning-
Compound Wealth Planning are proud to offer our clients the Compound App. Securely store your most important files and access them at any time within your app. Protect your most personal data using enterprise-graded, encrypted security. Protected by ultra-secure, state-of-the-art technology, all
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Fortress Capital
Fortress Capital-
Fortress Capital Partners (“FCP”) are proud to offer investors the ‘Fortress Vault’. This provides investor Partners with a digital filing cabinet for all their valuable documents with the option to send and share financial data and private folders with both your professional or personal contacts a
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Franklyn
Franklyn-
Our Franklyn DocPortal is an easy way to store all your valuable documents in one place online – safely and securely with state-of-the-art encryption. Once stored, it’s easy to share your documents with anyone who needs access, whether that’s your family and loved ones, or professionals such as a s
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Martello
Martello-
* Martello are proud to offer our clients the Martello App. * Securely store your most important files and access them at any time within your app. * Protect your most personal data using enterprise-graded, encrypted security. * Protected by ultra-secure, state-of-the-art technology, all your doc
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McKenzie & Co
McKenzie & Co-
The McKenzie & Co app provides our clients with a collaborative digital filing cabinet for all your valuable documents with the option to selectively share folders and documents with your loved ones, professional or personal acquaintances and of course, your Financial Adviser. Inclusive in this offe
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Parkside Financial
Parkside Financial-
Parkside Financial Wealth Management are proud to offer our clients the Parkside Financial App. Securely store your most important files and access them at any time within your app. Protect your most personal data using enterprise-graded, encrypted security. Protected by ultra-secure, state-of-th
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Prospera
Prospera-
Securely store your most important files and access them at any time within your app. Protect your most personal data using enterprise-graded, encrypted security. Protected by ultra-secure, state-of-the-art technology, all your documents are available to you, wherever you are, offering you the val
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Quayside Vault
Quayside Vault-
Securely store your most important files and access them at any time within your app. Protect your most personal data using enterprise-graded, encrypted security. Protected by ultra-secure, state-of-the-art technology, all your documents are available to you, wherever you are, offering you the val
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SWM Vault
SWM Vault-
Key Features: • All your files in one central location • Access your files wherever you are • Secure file sharing • Offline access • Secure cloud back-up • Fingerprint and Face ID compatible • Real-time search • Create and manage folders • High quality file viewer • Push notifications • Files are al
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Trowlock Wealth Management
Trowlock Wealth Management-
The Trowlock Wealth Management app provides our clients with a digital filing cabinet for all their documents. Clients can share folders and documents with family, friends, professional connections and of course their Trowlock Adviser. Online Wealth Account Access and the ability to build a Digit
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WB Wealth
WB Wealth-
The WB Wealth DocPortal app provides our clients with a collaborative digital filing cabinet for all your valuable documents with the option to selectively share folders and documents with your loved ones, professional or personal acquaintances and of course, your Financial Adviser. Inclusive in thi
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AMG Wealth
AMG Wealth-
AMG Wealth Management are proud to offer our clients the AMG Wealth App. Securely store your most important files and access them at any time within your app. Protect your most personal data using enterprise-graded, encrypted security. Protected by ultra-secure, state-of-the-art technology,
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SJM Portal
SJM Portal-
Securely store your most important files and access them at any time within your app. Protect your most personal data using enterprise-graded, encrypted security. Protected by ultra-secure, state-of-the-art technology, all your documents are available to you, wherever you are, offering you t
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My Wellesley
My Wellesley-
My Wellesley enables secure sharing of files with your adviser, receipt of important updates about your finances, and access to your accounts 24/7. Using the most up to date encryption and cloud storage facilities, this unique app provides our clients with the ability to securely store unlimited doc
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AspireLane
AspireLane-
AspireLane are proud to offer our clients the AspireLane App. Securely store your most important files and access them at any time within your app. Protect your most personal data using enterprise-graded, encrypted security. Protected by ultra-secure, state-of-the-art technology, all your documen
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CWM Client App
CWM Client App-
Clearwater Wealth Management are proud to offer our clients the CWM Client App. Securely store your most important files and access them at any time within your app. Protect your most personal data using enterprise-graded, encrypted security. Protected by ultra-secure, state-of-the-art tech
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Shand & Burns Financial
Shand & Burns Financial-
Shand & Burns Financial are proud to offer our clients the Shand & Burns Financial App. Securely store your most important files and access them at any time within your app. Protect your most personal data using enterprise-graded, encrypted security. Protected by ultra-secure, state-of-the-art te
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Hall & Costello
Hall & Costello-
Hall & Costello DocPortal is your secure gateway to a collaborative digital filing cabinet for all your valuable documents with the option to selectively share folders and documents with your loved ones, professional or personal acquaintances and of course, your Financial Adviser! Inclusive in this
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Think Financial
Think Financial-
Securely store your most important files and access them at any time within your app. Protect your most personal data using enterprise-graded, encrypted security. Protected by ultra-secure, state-of-the-art technology, all your documents are available to you, wherever you are, offering you the val
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Morrinson Wealth Docs
Morrinson Wealth Docs-
Securely store your most important files and access them at any time within your app. Protect your most personal data using enterprise-graded, encrypted security. Protected by ultra-secure, state-of-the-art technology, all your documents are available to you, wherever you are, offering you t
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PWA Wealth
PWA Wealth-
PWA provides their clients with state-of-the-art tech to store and communicate with their advisors.
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Crocker & Partners
Crocker & Partners-
Crocker & Partners are proud to offer our clients the Crocker & Partners App. Securely store your most important files and access them at any time within your app. Protect your most personal data using enterprise-graded, encrypted security. Protected by ultra-secure, state-of-the-art tec
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RC Wealth Management
RC Wealth Management-
Renata Cook Wealth Management are proud to offer our clients the RC Wealth Management App. Securely store your most important files and access them at any time within your app. Protect your most personal data using enterprise-graded, encrypted security. Protected by ultra-secure, state-o
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