Client Portals for Financial Advisers
tick Share documents securely with your clients
tick Notification / evidence when documents are read.
tick Keep unlimited clients separate - Each client uses a separate portal
tick Find documents easily from any browser.


At Intamediary, we prioritise the utmost security for your clients' financial documents, ensuring a seamless and secure exchange of information between you and your clients. Each portal is fortified with top-tier encryption - SHA-256 with RSA Encryption (High); RSA with 2048-bit exchange. Rest assured, any information you provide remains strongly encrypted, safeguarding it from unauthorised access or alterations. Our security measures align with the standards adopted by major banking sites.


Portal Branding: We'll brand your portal to include your company banner and colours from your website.

Portal Manager: We make it easy to create and manage individual client portals.

File Downloads: Clients can conveniently download files and view documents directly through their web browsers.

File uploads: Both clients and advisers can upload files with ease using their web browsers..

Email Alerts: Stay informed with email notifications each time a client accesses the portal. Know when it was accessed, by whom, and the computer's IP address for added security.

Audit Trail: Easily locate documents and correspondence in chronological order, date-stamped for clarity.

Printer-friendly: Print files and correspondence effortlessly, ensuring seamless document management.

Security Padlocks: Enhance control by making files read-only, managing secure access, and preventing accidental deletions.

No software: Simplify the process - you and your clients only need a browser to access the portal, eliminating the need for additional software.

Choose Intamediary for a secure, user-friendly portal that empowers financial professionals like you to effortlessly manage and exchange critical information with clients.