Solutions
Coming soonClient Portal & Confirmation
Same-day client confirmation on fact finds, advice notices, and reports. No portal account, no signed PDFs.
- Email + access code
- Mobile-first
- Authenticated approval
- Audit-ready
The problem
The cost of running this workflow by hand
What the manual workflow costs in time and risk, and why adding people doesn't solve it.
Confirmation runs on emailed PDFs and phone calls
Documents go out as attachments, come back signed or with markup, and get filed into folders. There is no single record of what the client actually saw and agreed to.
Days lost between draft and sign-off
Each round trip adds a day or more. A fact find that is drafted in minutes can sit for a week waiting on the client's reply, while paraplanning queues up behind it.
Account setup is overkill for a one-off confirmation
Asking a client to register, set a password, and verify a device for a single review pushes drop-off through the roof. Clients prefer the path of least friction — and so do firms.
The audit trail is reconstructed from email threads
Approval evidence ends up scattered across the adviser's inbox, signed-PDF folder, and CRM notes. Putting it back together for compliance review is manual and error-prone.
How it works
Synthex runs every stage, from intake to approval
Each stage handed off automatically. Approval gates only where human judgement matters.
Step01/05
Send the client a secure invitation
When a fact find, advice notice, or report is ready, Synthex sends the client a private guest link tied to their email plus a one-time access code. No account setup, no password.
New message · Outbox
SentMargaret, your fact find is ready to review. Open the secure link below — use access code 4827 to confirm.
Results
Measurable business outcomes
The process before and after Synthex, side by side.
Time from draft to confirmed fact find
With Synthex
Before
3–10 days
Drag to compare
Authentication friction for the client
With Synthex
Before
Account setup or paper signature
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Adviser chasing
With Synthex
Before
Manual calls and emails
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Adviser chase time
With Synthex
Before
Multiple calls and emails
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Audit trail
With Synthex
Before
Email threads and signed PDFs
Drag to compare
Time from draft to confirmed fact find
3–10 days
Same-day to next-day
Authentication friction for the client
Account setup or paper signature
Email + access code
Adviser chasing
Manual calls and emails
Sent automatically on the firm's cadence
Adviser chase time
Multiple calls and emails
One notification when complete
Audit trail
Email threads and signed PDFs
Authenticated approval against the record
See Client Portal & Confirmation in your firm
Book a walkthrough with our team and we'll tailor the demo to your operating model.