Now you can view all your finances in one place 24/7 on any mobile or web device

What is Secure Messaging?

With secure messaging all parties log into an encrypted database where the messages are stored. You can read them, respond to them but they never physically leave the encrypted system, they are not stored on your computer, our computers or mobile phones. They are records in an encrypted database that can only be read by you and your adviser.

Documents can be shared with the secure message. They are separately stored and encrypted in the cloud and accessible to both you and your adviser whenever they are needed. They can be shared and signed electronically without any information being sent across the web or via the post.

Messages are available to you on your smartphone and tablets, as well as on your pc or laptop. It enables you to communicate from wherever you are, you are always available (if you want to be) and always secure.

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