https://www.youtube.com/watch?v=rGGciihWHPk

Powerful document portal

All client compliance documentation such as the initial Fact Find | FSG | SoAs | RoAs | FDS | Opt-in, etc are automatically saved to the firm’s individual client portal.

Automation

Automatic scheduling for future document requirement dates; including SOA, FDS and Opt-In

Access

Tailor Ontoma access for your clients and auditors to allow for the simple provision of data to key people

Forms

Create dynamic forms and send the unique URLs to clients, removing the time cost of double entry of data

Security

Set appropriate security levels at a dealer group, firm, advisor and client level

Ensure a positive first impression for your valued clients whilst taking control of your FoFA compliance requirements, across the practice or dealer group, simply at a glance.

Without Ontoma

Are you still using excel to manage and maintain your financial planners compliance list and renewals?

With Ontoma

Leverage the power of Ontoma to build client trust in you and your practice with real-time access to their key advice documents coupled with transparency of your compliance obligations.