A branded, secure space where clients know exactly what to do

Direct adviser access means the client calls, emails or messages the adviser to share information. A client portal gives the client a secure self-service space — logged in, branded to your firm — where they upload documents, complete factfinds, message the adviser and track case progress on their own time. Portals don't replace adviser relationships; they remove the admin friction around them. Advisers using a portal typically save 4–6 hours per case and clients are more responsive because they can act outside office hours.

A secure client portal is a branded, encrypted web area where your clients log in to share documents, complete factfinds, sign forms, message you and track their case. It replaces email attachments (which aren't secure) and WhatsApp (which isn't compliant). Advizo's portal is built for UK mortgage brokers and financial advisers — it includes two-factor authentication, audit logs, and supports joint applicants and multi-case clients out of the box.

A client self-service portal lets the client do things themselves — upload documents, complete forms, check status, send messages — instead of contacting the adviser for every interaction. For mortgage and protection clients, that means completing the factfind on a Sunday evening, uploading bank statements from their phone, and seeing exactly which stage their application is at without having to call. It's the single biggest lever for reducing adviser admin time.