Use SecureTheFile to help your clients securely create, store and share their most important life information, giving them peace of mind knowing their affairs are in order.Request a demo
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Deeper and More Meaningful Relationships
As a professional adviser, your client relationships are crucial. With SecureTheFile, you’re the first port of call for your clients. When you bring them onboard you’ll get a better understanding of their estate, deepen your relationship, and spark conversations that might not have happened otherwise.
You can track your clients’ progress and work with them to complete their suite of securely stored documents.
Reach Across Generations
Get to know the important people in a client's life and ensure a smooth transfer of wealth, assets and knowledge after a death. SecureTheFile's nominee feature involves clients' loved ones and trusted advisers in their estate, offering an opportunity to build relationships across generations.
Gain Adviser Referrals
SecureTheFile's nominee feature makes a client's digital vault valuable for both the adviser and the client, giving you visibility into a clients' financial adviser, accountant and solicitor.
GDPR is coherent with how we think and operate. Because all client information is held by the client, your practice is automatically compliant with data protection regulation.
Find out more about our GDPR compliance.
Your Platform, Your Look
SecureTheFile offers customisable branding. Upload your own logo, so when your client sees their files, they see you.