Secure your business, your clients and your reputation
Alpha Portal is the secure and easy way to request and verify clients' ID, share documents and request e-signatures.
Legal Supplier of the Year 2022!
We were delighted to be awarded Legal Supplier of the Year at the British Wills & Probate Awards. Thrilled, in fact!
Product Overview
Secure forms & messaging
Document sharing & signing
Document sharing & signing
ID checks, forms & messages help you:
- communicate securely with clients
- request ID documents
- complete pre-visit forms.
It's so easy for clients too - even those scared of technology will find it easy!
Document sharing & signing
Document sharing & signing
Document sharing & signing
Share documents with your clients - it's easy:
- upload any document
- share with one click
- share to view or for signature(s).
Terms of business, letters of authority, fact find summaries... share anything!
Document verification
Document sharing & signing
Document verification
Send ID documents securely to TrustID:
- leading online ID verification service
- confirm the validity of ID documents in minutes.
Simply select the Export option and wait for notification that the report is ready.
ALFi mobile app
Calendar & Meeting Planner
Document verification
Your clients will love using the ALFi app.
They track their net worth and all of the assets they own, then share with you and other trusted advisors.
Give your clients the best onboarding & fact find experience!
Write a Will
Calendar & Meeting Planner
Calendar & Meeting Planner
Write simple Wills and other documents:
- use existing or imported contacts
- guided progress through sections
- generate the document in real-time.
Write that Will in just 10 minutes! Branded subscription required.
Calendar & Meeting Planner
Calendar & Meeting Planner
Calendar & Meeting Planner
Organise your time easily with the Calendar:
- book appointments
- share the details with your contact
- display on a map.
Always keep on top of your meetings with prospects and clients.
Our Partners
