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My Wealth Cloud
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DocPortal
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-Installeren

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 youInstalleren

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 docInstalleren

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 docInstalleren

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-
Installeren

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 valInstalleren

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 vaInstalleren

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 techInstalleren

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 mInstalleren

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,Installeren

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 oInstalleren

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 yourInstalleren

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 valInstalleren

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 tInstalleren

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-secuInstalleren

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 technologInstalleren

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
Installeren

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, allInstalleren

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 aInstalleren

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 sInstalleren

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
Installeren

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 offeInstalleren

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-thInstalleren

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 valInstalleren

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 valInstalleren

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 alInstalleren

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 DigitInstalleren

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 thiInstalleren

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,Installeren

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 tInstalleren

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 docInstalleren

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 documenInstalleren

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 techInstalleren

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 teInstalleren

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 thisInstalleren

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 valInstalleren

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 tInstalleren

PWA Wealth
PWA provides their clients with state-of-the-art tech to store and communicate with their advisors.Installeren

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 tecInstalleren

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-oInstalleren
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