Portal is a web based data access and client collaboration tool that is fully integrated with your CAS software. Portal streamlines the flow of information to your client and removes the need for you to post or email documents.
Through its unique document delivery, retrieval and reminder system, Portal automatically delivers documents direct to your client via the web, reminds your client to process the document, informs you when your client has processed the document and automatically updates your BGL software document tracking and management systems for all stages of document processing.
Add up how much time your staff spend completing document and other information requests. Think about not only source documents and client requests but also third party requests from advisers, auditors, bank managers, brokers, incorporation specialists, company officers and shareholders. Portal will help you manage these requests and instantly add efficiency to your practice by transforming the way you interact with your clients and third parties.
Portal is hosted at a secure data centre. BGL applications publish your data and documents securely to the Portal as and when you choose. You need no additional IT staff, no additional hardware and never have to worry about managing the Portal.
The hosted data centre provides:
An option for clients to host Portal on their own servers is also available.
If you would like to learn more about Portal by BGL, please click here to register your interest, or contact the BGL Sales and Marketing Team by phone on 800 616 2148.