Financial matters are important, often complicated and usually highly sensitive. Whilst financial advisors have the necessary skills to glide their way through the details, accessing necessarily information from clients in a secure manner, may pose a problem to the flow of the process.

Ezecomply allows financial advisors to provide a secure portal for their clients where they can oversee and assist with the management of their financial positions. It achieves a greater degree of compliance whilst allowing for active collaboration.
 

  
The ezecomply portal enables financial advisors and their clients to:

• Store client data and documents securely at all times
• Maintain a clear communication history by dating past advice and files exchanged
• Ease of access to past documentation for planning and audit purposes
• Simplify the process of compliance audits
• Grant controlled access to third parties such as accountants or bookkeepers
• Access ongoing fee agreements and fee disclosure statements
• Provide a simple and secure document management facility for clients to store specific details like dividend statements or information from message exchanges