Back To Top

NEW for 2017...
Securely communicate & exchange documents
with your clients via Online Client Portal
With our new Key Client Portal it's now easier and more secure than ever to exchange documents, send messages and keep your clients up to date with all their cases - in one place:
  • Enhances the service and support to you and your customers
  • A secure place to communicate and share documents
  • Gives you greater control and transparency
  • Clean, straightforward and intuitive interface
  • Customers can access the portal 24/7 on their computer, tablet or smartphone
Try the Key free for 30 days
PLUS TO FOLLOW LATER THIS YEAR:
Client Fact Find – save time and get to the advice stage quicker by allowing your clients to enter details about their circumstances in the new Client Fact Find functionality within the Portal.
Collating client information beforehand will benefit both you and your customers and help make the advice process shorter and smoother.
View Client Portal User Guide