Features
NEW FEATURES - Digital signing, Contributions Dashboard and Investment Summary
Document delivery, tracking and signing
Portal by BGL automatically tracks the movement of all documents from preparation and review to signing. Documents can be viewed, printed, signed, scanned and uploaded through Portal or can be digitally signed with BGL's SmartSign technology. BGL SmartSign removes the need to print and sign documents.
Sharing information
Portal by BGL allows you to share data with your clients and any other interested person. Any document or file can be uploaded to Portal; you can share PDF files, Excel spreadsheets, Word documents, images, videos, financial software data files and more...
Organising data and documents
You can organise the data on Portal by BGL in the way that best suits your business, similar to a document management system.
Portal by BGL is your Portal
Portal is white labelled, meaning you can add your logo and design themes to make Portal look like your website. Portal can be fully integrated with your website and users can even access the Portal with a single sign on process from your website login.
Benefits
- Provide your firm with a web presence at a very low cost
- Significantly reduce the cost of providing your clients with documents and information
- Securely provide data and documents to your clients or any other person
- Automatically track all inbound and outbound communication
- Simplify your current processes
- Improve the range of services you can offer your clients
- Easy set up, no update costs, no server costs
If you would like to learn more about Portal by BGL contact the BGL Sales and Marketing Team on 1300 654 401 or email info@bglcorp.com.au
