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.
Document sharing & signing – easy, safe & secure
Share documents with any number of people. It's easy!
- Upload the document(s) - PDFs, Word documents and more.
- Choose contacts or add additional recipients.
- Simply share or share for signatures, your choice.
- Choose how to share it:
(a) using a simple secure link (ideal for non-sensitive documents)
(b) using "two-factor" authorisation - sounds complicated but we've made it super-easy!
(c)via the client portal so that client can download and review at any time.
Need the document to be signed? Simply share the document using the Share & Sign option.
Notifications are sent automatically to all people who need to sign the document, and easy-to-follow instructions on how to sign are included.
When all signatures have been collected, create a "final" signed document to be shared with the signatories.
ALFi – easy, safe & secure
The ALFi mobile app is a free-to-download app for Apple and Android devices. It helps clients track their assets and share data. with their partner(s), family & trusted advisors - including you!
It's the best "fact find" and onboarding experience available and it's really popular with with clients who can:
- record asset portfolio details, such as houses, investments, pensions etc
- record account details such as bank account numbers, investments, insurance policies, securely within the app
- share information securely. As their trusted advisor, you can even add to their data or update valuations for them.
Make the ALFi app your own by choosing our Growth subscription.
Meet the Meeting Planner
Getting people together for a meeting can be quite a headache, especially if you need to find a time that suits a lot of busy people, but with the Meeting Planner you can easily organise that meeting between your contacts.
To propose a meeting from the Meeting Planner you simply suggest possible times to the required attendees. They receive an email with a link to the response page where they can indicate whether or not they can make the suggested times by clicking ticks or crosses. All required attendees can see the responses, making it clear whether some rescheduling of diary appointments will help make that meeting happen.
When everyone has indicated their choices, the first timeslot that all attendees can make is automatically added to the calendar and a confirmation email is sent. The Meeting Planner is even clever enough to know when you have offered the same timeslot for more than one meeting - when one of these meetings is confirmed, the timeslot is removed as a choice from the others.
If no agreement is reached on the timeslot, the organiser is emailed to suggest alternative dates. Easy!
Calendar – easy, safe & secure
Booking an appointment to meet your client? Setting up a Zoom call and want to share the details with a prospect? You can do this, and more, all from within Alpha Portal!
The Calendar feature includes the ability to:
- share the appointment instantly with your contact
- add the meeting to your Outlook or Google calendars
- plot the meeting automatically on a map
- see all the appointments, at a glance, on the contact screen or their timeline.
It's now so easy to keep on top of meetings with your prospects and clients. All from within Alpha Portal.
Write a Will (in just 10 minutes!)
A new feature, specifically for Branded Alpha Portal subscribers, lets you write simple Wills and other documents from within Alpha Portal – typically in just 10 minutes! The software guides you through the required sections, presenting you with the questions to answer, displaying a summary of progress and even a preview of the results on the generated document.
To get started with the Client Details section, you can create a new contact, select an existing Alpha Portal contact or import them from a spreadsheet, marketing campaign, partner system or Will Maker Direct.
Then simply next page through the sections answering the questions as you go. Each completed section (eg Executor, Guardian, Specific Legacy, Beneficiary etc) is ticked in the Progress tracking area.
When you have completed all the sections, a summary of the key facts is displayed which you can easily share with the client on Alpha Portal for them to review. You can even create a Mirror Will directly from these summary details for the client’s partner.
Then generate the final Will document as a PDF and send it to the client via Alpha Portal’s secure messaging. Could it be any quicker!