Technology
Client Portal — Clarity for Clients. Efficiency for You
The Client Portal is your client’s personal online hub – a secure, digital space where they can track their case, view key documents, digital sign and stay fully informed throughout the advice process.
It’s designed to keep clients engaged and in the loop, while reducing your admin workload, costs of postage and supporting Consumer Duty transparency standards.
Key features include:
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24/7 access to real-time case tracking - clients can log in anytime to see exactly where they are in the process – including milestones like
Application received, Valuation instructed, Offer received, Solicitor instructed, Case completed - Key documents in one place - clients can access and download important documents including: Valuation report, Offer letter, Digital Fact-Find, Product Confirmation Letter, and KFI
- Secure messaging and updates - advisers can share updates, send secure messages, and upload files directly to the client’s portal
- Digital signature capability - collect signatures quickly and compliantly – without the paper chase and time and expense of postage
- Mobile and desktop friendly - designed for a smooth experience across devices – whether your client’s at home or on the go
By giving your clients clarity and control, the Client Portal enhances trust, strengthens engagement, and helps create a smoother advice journey – while freeing you up to focus on what matters most.
Everything within advisER is designed to work in harmony – from lead capture to research, documentation, case tracking, and commission. It’s a fully integrated ecosystem that puts you in control, saves valuable time, reduces duplication, and ensures nothing falls through the cracks.
Whether you’re nurturing new enquiries, progressing live cases, or staying on top of compliance, advisER client portal keeps your business moving – smoothly, efficiently, and with complete confidence.
“Joining TERN gave me the freedom to grow my business on my own terms. Their structure supports independence — but never leaves you on your own.”
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