iFactFind's Secure Document Vault, hosted on Amazon S3 buckets, is a cornerstone of digital security and efficiency in financial Advisery services. This advanced platform ensures that all client documents are not only stored securely but are also easily accessible in a collaborative environment, fostering trust and enhancing client engagement from the initial pre-meeting stage through to ongoing financial management.

Secure and Collaborative Platform:

The Document Vault allows clients to upload necessary documents as early as the pre-meeting stage, transitioning seamlessly into the Fact Find phase and maintaining continuous access thereafter. This facility supports a dynamic Advisery process, enabling both clients and advisers to upload, download, and exchange documents with ease. The integration of AWS S3 buckets ensures that all data is stored securely in compliance with Australian regulations, providing a robust defense against unauthorised access.

Enhanced Communication and Control:

Advisers can share documents via the vault and proactively notify clients via email or SMS whenever a document is shared, enhancing the transparency and responsiveness of the service. Additionally, advisers have the flexibility to restrict client access to certain sensitive documents such as third-party authorities, fee consents, invoices, and receipts. Conversely, clients have the option to mark documents as private, maintaining control over their personal information.

Document Request and eSignature Integration:

Through the Fact Find settings, advisers can request documents directly from clients, simplifying the document collection process. Moreover, documents stored within the vault can be e-signed, streamlining the approval and verification processes and significantly reducing turnaround times for document handling.

Security and Compliance Assurance:

Hosted on AWS in Australia, the Document Vault ensures that all stored information complies with local data protection regulations. The use of Amazon S3 buckets offers unparalleled reliability and security, safeguarding against data breaches while ensuring that documents are accessible only to authorised users.

In today's digital-first environment, iFactFind's Secure Document Vault is indispensable for enriching the client onboarding and servicing experience. By leveraging secure cloud storage solutions and facilitating efficient document management and exchange, iFactFind helps advisers deliver top-tier, compliant financial services tailored to the modern client’s needs.