Financial Disclosure

is time consuming

Sending an email or uploading documents to a cloud based platform seems quick, until later.
 

Later is when this becomes time consuming.  When you are trying to find that one attachment you need to answer a question, or when you are trying to prepare a brief or some accurate documents, later is when this becomes incredibly time consuming.

Alternatively you can spend time (once you get all of the documents) indexing them and filing them behind relevant tabs.  Either way, hitting send or upload is quick.  It is later that you waste your time.

A better way

Instead of this mess of emails and random poorly named attachments, or a cloud based system that is still just a collection of random documents, our Two Way Disclosure Portal keeps all of the relevant documents in one place, and indexed in a useful fashion.

 

Try it out

You can sign up for a free trial for 14 days,
no credit card details required.

 

Want to know more?

Our Two Way Disclosure Portal has many more features.  If you want to find out more about some of the other benefits of using our Portal then click on one of the links below.

Financial separation simplified.

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