Deliver documents clients can always find

A practical guide to choosing the right approach for different client communications, from everyday messages and live portfolio information to important documents clients may need to keep for years.

Download PDF

A complete approach to client documents

Different documents do different jobs

Wealth management systems, email and messaging, client portals and Documentd each serve a different purpose. The right choice depends on the job: creating and managing client information, communicating, providing access and interaction, or permanently delivering an important document to the client. Using each in the right way creates a better client experience and reduces avoidable support queries.

Core systems Create & manage

Manage portfolios, client information, events and transactions.

Email & messaging Communicate

Updates, reminders, meeting communications and everyday client contact.

Four complementary roles The right tool for the right job

Better experience · fewer support queries

Documentd Deliver, keep & find

Deliver permanent, client-owned copies that remain private, accessible and easy to find.

Client portal Access & interact

Secure access to live portfolio information, valuations, transactions and services.

No single channel is right for every communication. Email works well for transient messages, client portals for live portfolio information and interaction, and Documentd for important documents that ought to become permanent, client-owned records.

Private wealth in practice

Choose the right approach for each communication

Client portals are the right place for live portfolio information, valuations and ongoing interaction. Email and messaging handle everyday communication and reminders. Documentd is designed for important, point-in-time documents clients may need to retain and find again years later. Using each appropriately gives clients a clearer, more convenient experience and helps reduce avoidable support queries.

Email & messaging

Communicate

Best for everyday communication, reminders and prompts to take action.

Meeting reminders
Service updates
Requests for information
Portal notifications

Client portal

Access & interact

The right place for live portfolio information and ongoing interaction.

Current valuations
Portfolio holdings
Transactions
Interactive reporting

Documentd

Deliver & retain

For important point-in-time documents clients should keep.

Portfolio statements
Tax documents
Investment reports
Suitability reports
Executed agreements

Where Documentd fits

Client portals provide access. Documentd gives important documents a permanent home with the client.

Client portals are excellent for live portfolio information, valuations, transactions, reporting and secure interaction. Email and messaging are efficient for everyday communication, reminders and other transient messages. Important point-in-time documents have a different job: clients may need to retain them for tax, financial, legal or personal records and find them again years later.

Documentd is designed for those documents. It delivers a permanent, client-owned copy into the client's own private document home, independent of continued portal access and easy to find again whenever it is needed.

Wealth systems create, manage and control portfolio, client and document information.

Email & messaging communicate updates, reminders and other short-lived information.

Client portals provide secure access to live portfolio information, transactions and interaction.

Documentd delivers permanent, client-owned copies of important documents.